Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 401 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,108,310
-47.7%
21,999
-47.8%
0.02%
-44.8%
Q2 2023$2,121,115
+2.2%
42,169
+2.1%
0.03%
-6.5%
Q1 2023$2,074,510
-6.6%
41,284
-7.0%
0.03%
-13.9%
Q4 2022$2,220,266
+13.4%
44,370
+13.4%
0.04%
+5.9%
Q3 2022$1,957,42939,1410.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Gateway Advisory, LLC 1,446,126$72,523,00019.71%
Tempus Wealth Planning, LLC 266,781$13,379,0009.51%
Eagle Bay Advisors LLC 214,191$10,741,0008.76%
Summit Wealth Group, LLC 166,642$8,357,0008.75%
SUN LIFE FINANCIAL INC 3,422,000$171,613,0007.93%
Winthrop Advisory Group LLC 708,761$35,544,0007.41%
Snider Financial Group 269,300$13,505,0006.14%
Roble, Belko & Company, Inc 590,181$29,598,0005.63%
SVB WEALTH LLC 7,787,019$390,519,0005.23%
SWM Advisors 130,586$6,549,0005.14%
View complete list of ISHARES TR shareholders