Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 101 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,332,000
+19.6%
15,852
+10.0%
0.02%
+20.0%
Q3 2021$1,114,000
-15.0%
14,407
-14.7%
0.02%
-20.0%
Q2 2021$1,311,000
+8.1%
16,896
+4.3%
0.02%
-7.4%
Q1 2021$1,213,000
+434.4%
16,205
+1528.6%
0.03%
+350.0%
Q4 2019$227,000
-21.2%
995
-25.0%
0.01%
-40.0%
Q3 2019$288,000
-70.9%
1,326
-71.5%
0.01%
-73.0%
Q2 2019$989,000
+295.6%
4,660
+280.7%
0.04%
+236.4%
Q1 2019$250,000
+5.9%
1,224
-6.1%
0.01%
+10.0%
Q4 2018$236,000
-81.4%
1,303
-81.3%
0.01%
-83.6%
Q1 2018$1,272,000
-25.3%
6,975
-32.8%
0.06%
-41.3%
Q2 2017$1,703,000
-31.4%
10,378
-42.6%
0.10%
-61.9%
Q4 2015$2,482,000
-1.1%
18,082
-0.9%
0.27%
-21.3%
Q3 2015$2,510,000
-9.0%
18,242
-4.6%
0.35%
+11.2%
Q1 2015$2,758,000
+20.5%
19,128
+15.1%
0.31%
+28.4%
Q4 2014$2,289,000
+141.5%
16,616
+112.8%
0.24%
+158.5%
Q4 2013$948,000
+79.5%
7,809
+62.7%
0.09%
+70.9%
Q3 2013$528,0004,8000.06%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 28,209$5,143,0004.01%
Quantitative Advantage, LLC 65,897$12,014,0003.52%
Polaris Wealth Advisory Group, LLC 80,538$14,684,0001.20%
WESPAC Advisors, LLC 10,662$1,944,0001.19%
NAVELLIER & ASSOCIATES INC 39,100$7,129,0001.08%
Banco de Sabadell, S.A 39,488$7,193,0000.87%
Peachtree Investment Advisors, Inc. 5,382$981,0000.74%
WHITENER CAPITAL MANAGEMENT, INC. 4,455$812,0000.62%
Stillwater Capital Advisors, LLC 12,159$2,217,0000.53%
MITCHELL SINKLER & STARR/PA 2,440$445,0000.51%
View complete list of ISHARES TR shareholders