Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 214 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.

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 2022
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 162,743$13,534,0008.30%
Quantitative Advantage, LLC 117,255$9,751,0002.98%
Pinnacle Family Advisors, LLC 48,115$4,001,0002.45%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 58,579$4,871,0001.80%
NAVELLIER & ASSOCIATES INC 49,212$4,092,0000.68%
Cranbrook Wealth Management, LLC 13,707$1,140,0000.56%
NWAM LLC 17,293$1,438,0000.48%
Madden Advisory Services, Inc. 7,710$641,0000.43%
COMMERCE BANK 316,050$26,283,0000.39%
ROBERTS GLORE & CO INC /IL/ 6,414$533,0000.37%
View complete list of ISHARES TR shareholders