Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 107 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 63.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,194,000
+17.2%
11,041
+27.6%
0.03%
+23.8%
Q2 2022$1,019,000
-21.6%
8,653
-0.3%
0.02%
-8.7%
Q1 2022$1,299,000
+319.0%
8,683
+141.2%
0.02%
-28.1%
Q3 2014$310,000
-5.2%
3,600
-3.8%
0.03%
-3.0%
Q2 2014$327,000
-83.1%
3,741
-83.9%
0.03%
-83.2%
Q1 2014$1,932,000
+548.3%
23,202
+534.5%
0.20%
+556.7%
Q4 2013$298,000
+10.0%
3,657
-0.3%
0.03%
+7.1%
Q3 2013$271,0003,6680.03%
Other shareholders
ISHARES TR shareholders Q2 2014
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 70,535$5,571,0005.24%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 76,915$6,075,0002.22%
Quantitative Advantage, LLC 78,876$6,230,0001.89%
First Heartland Consultants, Inc. 28,681$2,265,0000.66%
Cranbrook Wealth Management, LLC 13,814$1,091,0000.55%
Kalos Management, Inc. 6,952$549,0000.47%
First Allied Advisory Services, Inc. 94,108$7,433,0000.40%
COMMERCE BANK 308,605$24,373,0000.38%
Madden Advisory Services, Inc. 7,710$608,0000.37%
ROBERTS GLORE & CO INC /IL/ 6,414$507,0000.36%
View complete list of ISHARES TR shareholders