Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 128 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,551,704
+7.5%
39,615
+11.6%
0.03%
-3.3%
Q4 2022$1,442,791
+24.1%
35,484
+6.0%
0.03%
+15.4%
Q3 2022$1,163,000
-5.7%
33,461
-2.3%
0.03%0.0%
Q2 2022$1,233,000
-15.5%
34,258
-5.1%
0.03%0.0%
Q1 2022$1,460,000
-35.6%
36,100
-41.3%
0.03%
-74.0%
Q2 2018$2,266,000
+238.7%
61,485
+209.3%
0.10%
+177.8%
Q3 2017$669,000
+12.1%
19,880
+5.4%
0.04%
-2.7%
Q2 2017$597,000
-9.5%
18,853
-2.1%
0.04%
-14.0%
Q1 2017$660,000
-44.5%
19,265
-41.7%
0.04%
-52.7%
Q4 2016$1,189,000
+20.8%
33,067
+15.8%
0.09%
+1.1%
Q3 2016$984,000
-62.0%
28,562
-63.5%
0.09%
-67.7%
Q2 2016$2,587,000
+313.3%
78,274
+271.5%
0.28%
+293.0%
Q1 2016$626,000
-13.7%
21,067
+30.1%
0.07%
-4.1%
Q3 2014$725,000
+109.5%
16,193
+133.7%
0.07%
+111.4%
Q2 2014$346,0006,9300.04%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Family Firm, Inc. 257,385$10,704,6423.01%
THEORY FINANCIAL LLC 87,460$3,637,4612.13%
Zeit Capital LLC 41,987$1,746,2591.62%
Sowa Financial Group, Inc. 51,679$2,1491.61%
Midwest Professional Planners, LTD. 67,622$2,812,3991.26%
Windward Private Wealth Management Inc. 65,084$2,706,8441.22%
Milestone Advisory Partners 26,471$1,100,9290.92%
Q3 Asset Management 50,251$2,0890.83%
Great Lakes Retirement, Inc. 104,344$4,372,6640.79%
DHK Financial Advisors, Inc. 16,574$694,6060.62%
View complete list of ISHARES TR shareholders