Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 136 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.80 and the average weighting 0.3%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$716,000
+170.2%
6,390
+144.9%
0.04%
+95.0%
Q4 2016$265,000
+25.0%
2,609
+10.7%
0.02%
+5.3%
Q3 2016$212,000
-36.3%
2,357
-41.8%
0.02%
-48.6%
Q4 2015$333,000
-51.9%
4,050
-47.5%
0.04%
-54.3%
Q2 2015$692,000
-95.1%
7,709
-95.1%
0.08%
-94.6%
Q4 2014$14,232,000
+1777.6%
157,785
+1643.5%
1.51%
+1838.5%
Q3 2014$758,000
-2.6%
9,050
-3.2%
0.08%0.0%
Q2 2014$778,000
-31.5%
9,353
-32.7%
0.08%
-32.8%
Q1 2014$1,136,000
+57.6%
13,891
+54.5%
0.12%
+61.1%
Q4 2013$721,000
+5.1%
8,993
-4.0%
0.07%
+1.4%
Q3 2013$686,000
+11.9%
9,364
+9.2%
0.07%
-5.3%
Q2 2013$613,0008,5760.08%
Other shareholders
ISHARES TR shareholders Q3 2014
NameSharesValueWeighting ↓
Hamilton Wealth, LLC 56,640$6,691,0005.30%
Stillwater Capital Advisors, LLC 99,954$11,808,0002.57%
Somerset Group LLC 20,983$2,479,0002.08%
CIM, LLC 40,330$4,764,0001.75%
Madden Advisory Services, Inc. 24,876$2,938,0001.57%
PETTYJOHN, WOOD & WHITE, INC 31,715$3,746,0001.22%
PATTEN & PATTEN INC/TN 84,421$9,973,0001.09%
Pettinga Financial Advisors LLC 15,520$1,833,0000.98%
AFT, FORSYTH & COMPANY, INC. 7,913$935,0000.81%
DAGCO, INC. 5,500$650,0000.70%
View complete list of ISHARES TR shareholders