Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 103 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$493,413
-13.2%
10,945
-9.2%
0.01%
-12.5%
Q2 2023$568,668
+116.9%
12,053
+119.9%
0.01%
+100.0%
Q1 2023$262,213
+3.6%
5,481
+0.3%
0.00%0.0%
Q4 2022$253,093
+2.8%
5,463
+0.7%
0.00%0.0%
Q3 2022$246,1435,4250.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Pacific Wealth Management 464,111$20,922,11213.76%
STERLING INVESTMENT ADVISORS LLC /ADV 167,901$7,568,9914.82%
PALLADIEM, LLC 68,735$3,098,5743.34%
Stratos Investment Management, LLC 457,751$20,635,4273.08%
LFA - Lugano Financial Advisors SA 65,962$2,973,5672.55%
COLTON GROOME FINANCIAL ADVISORS, LLC 105,910$4,774,4232.39%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 176,360$7,950,2992.10%
Miracle Mile Advisors, LLC 1,484,485$66,920,5802.06%
ShoreHaven Wealth Partners, LLC 55,481$2,501,0831.72%
Treynor Bancshares, Inc. 38,493$1,735,3011.10%
View complete list of ISHARES TR shareholders