Atria Wealth Solutions, Inc. - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 329 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$5,526,208
+293.3%
110,768
+292.0%
0.08%
+305.3%
Q2 2023$1,404,967
-64.6%
28,258
-64.6%
0.02%
-67.8%
Q1 2023$3,964,042
+36.9%
79,920
+35.9%
0.06%
+28.3%
Q4 2022$2,896,468
+53.8%
58,788
+53.8%
0.05%
+39.4%
Q3 2022$1,883,705
-3.3%
38,233
-3.3%
0.03%
-10.8%
Q2 2022$1,947,000
-0.8%
39,520
-0.1%
0.04%
+12.1%
Q1 2022$1,962,00039,5760.03%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
Columbia Trust Co 01012016 491,545$24,646,00013.01%
B, B, H, & B INC. 172,156$8,632,0007.87%
TRUSTCORE FINANCIAL SERVICES, LLC 1,190,914$59,712,0005.87%
Bramshill Investments, LLC 1,231,139$61,729,0005.25%
Clearwater Capital Advisors, LLC 897,142$44,983,0005.21%
Rosenberg Matthew Hamilton 260,204$13,047,0005.15%
UBP Investment Advisors SA 253,825$12,730,0004.94%
Navis Wealth Advisors, LLC 138,599$6,949,0004.85%
Roble, Belko & Company, Inc 416,324$20,875,0004.30%
SUN LIFE FINANCIAL INC 1,409,259$70,660,0004.04%
View complete list of ISHARES U S ETF TR shareholders