Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 230 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$920,144
+34.6%
15,788
+41.2%
0.01%
+44.4%
Q2 2023$683,387
-46.9%
11,181
-47.5%
0.01%
-52.6%
Q1 2023$1,286,689
+5.4%
21,278
-2.4%
0.02%
-5.0%
Q4 2022$1,220,737
+9.7%
21,807
-5.4%
0.02%
+5.3%
Q3 2022$1,113,102
-12.0%
23,041
-2.2%
0.02%
-20.8%
Q2 2022$1,265,000
+53.3%
23,549
+81.7%
0.02%
+71.4%
Q1 2022$825,00012,9590.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders