Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 293 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$1,844,518
+1.5%
37,813
+2.5%
0.03%
+4.0%
Q2 2023$1,817,470
-0.2%
36,873
-0.9%
0.02%
-7.4%
Q1 2023$1,821,381
-67.0%
37,209
-67.9%
0.03%
-69.3%
Q4 2022$5,516,846
+10.3%
116,022
+12.1%
0.09%
+2.3%
Q3 2022$5,001,348
-3.4%
103,494
-0.4%
0.09%
-11.3%
Q2 2022$5,176,000
-2.7%
103,909
+1.8%
0.10%
+10.2%
Q1 2022$5,320,000102,0580.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Matson Money. Inc. 7,718,666$424,698,00016.41%
Boston Standard Wealth Management, LLC 458,517$25,228,000,0007.54%
Trinity Wealth Management, LLC 179,207$9,860,0007.46%
PRUDENT INVESTORS NETWORK, INC. 270,805$14,900,0007.46%
Certified Advisory Corp 544,090$29,936,0007.27%
N.E.W. Advisory Services LLC 685,122$37,695,0006.14%
Compton Financial Group, LLC 239,934$13,201,0005.63%
AMARILLO NATIONAL BANK 416,547$22,918,0004.76%
Brown Financial Advisory 88,114$4,848,0003.99%
DOHJ, LLC 147,641$8,101,0003.84%
View complete list of ISHARES TR shareholders