Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 444 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$33,983,188
+110.6%
669,751
+110.3%
0.48%
+116.4%
Q2 2023$16,139,749
+4.8%
318,527
+4.6%
0.22%
-3.5%
Q1 2023$15,404,721
+279.4%
304,501
+278.0%
0.23%
+250.8%
Q4 2022$4,060,756
+6.2%
80,556
+6.4%
0.06%
-1.5%
Q3 2022$3,825,006
+269.2%
75,743
+268.3%
0.07%
+247.4%
Q2 2022$1,036,000
+246.5%
20,564
+245.7%
0.02%
+280.0%
Q1 2022$299,0005,9480.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 1,065,412$54,059,00532.47%
MOULTON WEALTH MANAGEMENT, INC 383,250$19,390,51828.55%
Steward Financial Group LLC 1,681,786$85,33327.13%
Rinkey Investments 769,786$39,058,92317.90%
MAGNOLIA CAPITAL ADVISORS LLC 648,840$32,922,12015.78%
American Planning Services, Inc. 428,332$21,733,54714.44%
Oxbow Advisors, LLC 1,712,181$86,876,04013.68%
Grant/GrossMendelsohn, LLC 579,764$29,417,24912.73%
LANDAAS & CO /WI /ADV 521,053$26,438,00011.47%
Northwest Quadrant Wealth Management, LLC 730,457$37,063,36110.40%
View complete list of ISHARES TR shareholders