Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 119 filers reported holding ISHARES TR in Q1 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$229,990
-3.9%
1,5310.0%0.00%0.0%
Q2 2023$239,393
+6.1%
1,531
+0.4%
0.00%0.0%
Q1 2023$225,608
+5.7%
1,525
-1.3%
0.00%0.0%
Q4 2022$213,433
+1.2%
1,545
+0.3%
0.00%
-25.0%
Q2 2022$211,000
-4.5%
1,540
+13.7%
0.00%0.0%
Q1 2022$221,0001,3540.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Investure, LLC 98,740$14,835,4883.16%
University of Maryland Foundation, Inc. 10,000$1,5021.80%
Stonehearth Capital Management, LLC 13,745$2,065,1081.13%
BSW Wealth Partners 23,723$3,564,4040.79%
FLOW TRADERS U.S. LLC 100,038$15,0310.70%
ASPIRIANT, LLC 84,727$12,730,0620.65%
Betterment LLC 1,241,248$186,4980.59%
Bond & Devick Financial Network, Inc. 4,684$703,7620.45%
Desjardins Global Asset Management Inc. 25,701$3,861,5240.42%
GOULD ASSET MANAGEMENT LLC /CA/ 9,375$1,408,5750.40%
View complete list of ISHARES TR shareholders