Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 162 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,844,623
-5.1%
110,529
-1.9%
0.05%
-1.8%
Q2 2023$4,051,996
+9.9%
112,712
+1.1%
0.06%0.0%
Q1 2023$3,687,603
+22.7%
111,509
+13.7%
0.06%
+14.6%
Q4 2022$3,006,550
+5.8%
98,061
-3.3%
0.05%
-2.0%
Q3 2022$2,841,116
-5.2%
101,396
+1.1%
0.05%
-12.5%
Q2 2022$2,997,000
-35.6%
100,332
-23.1%
0.06%
-27.3%
Q1 2022$4,656,000130,4430.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 172,373$5,9747.37%
Optas, LLC 94,151$3,263,6311.09%
Sharkey, Howes & Javer 131,147$4,545,5550.87%
Walkner Condon Financial Advisors LLC 94,541$3,276,8730.87%
One Wealth Advisors, LLC 112,707$3,906,4250.87%
GenWealth Group, Inc. 74,750$2,590,8350.79%
VERITY Wealth Advisors 20,983$727,2710.68%
TCWP LLC 24,940$864,4120.66%
Crew Capital Management, Ltd. 16,916$586,3090.63%
SigFig Wealth Management, LLC 439,686$15,239,4770.61%
View complete list of ISHARES TR shareholders