Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 122 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.43 and the average weighting 0.4%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,509,000
-50.8%
24,747
-46.9%
0.03%
-52.7%
Q4 2021$3,067,000
+21.3%
46,570
+15.6%
0.06%
+19.6%
Q3 2021$2,529,000
-1.2%
40,289
+468.2%
0.05%
-6.1%
Q2 2021$2,560,000
-63.2%
7,091
-66.3%
0.05%
-68.2%
Q1 2021$6,955,000
-32.6%
21,054
-33.2%
0.15%
-38.2%
Q4 2020$10,312,000
+16.5%
31,505
+6.6%
0.25%
-7.4%
Q3 2020$8,855,000
+39.9%
29,555
+23.7%
0.27%
+24.0%
Q2 2020$6,328,000
+345.9%
23,898
+345.0%
0.22%
+471.1%
Q4 2019$1,419,000
+394.4%
5,370
+362.1%
0.04%
+280.0%
Q3 2019$287,000
-2.7%
1,162
-4.0%
0.01%
-9.1%
Q2 2019$295,000
+36.6%
1,210
+29.8%
0.01%
+22.2%
Q1 2019$216,000
-46.1%
932
-53.5%
0.01%
-50.0%
Q4 2018$401,000
-90.8%
2,005
-89.6%
0.02%
-89.6%
Q3 2018$4,373,000
+49.0%
19,224
+31.4%
0.17%
+34.1%
Q2 2018$2,935,000
+738.6%
14,627
+597.9%
0.13%
+578.9%
Q3 2017$350,000
-81.3%
2,096
-81.3%
0.02%
-83.5%
Q2 2017$1,872,000
+162.9%
11,235
+138.9%
0.12%
+150.0%
Q1 2017$712,000
+110.0%
4,702
+101.7%
0.05%
+48.4%
Q3 2016$339,0002,3310.03%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 277,844$14,998,0196.15%
Hall Private Wealth Advisors 206,568$11,150,5415.81%
Concorde Asset Management, LLC 86,951$4,693,6025.56%
FinDec Wealth Services, Inc. 127,463$6,880,4535.20%
OGOREK ANTHONY JOSEPH /NY/ /ADV 163,060$8,8013.60%
Flaharty Asset Management, LLC 350,733$18,932,5943.38%
Somerset Group LLC 68,954$3,722,1373.24%
Madden Advisory Services, Inc. 84,560$4,564,5313.20%
Stonebridge Financial Planning Group, LLC 90,849$4,904,0553.16%
RPg Family Wealth Advisory, LLC 102,668$5,542,0193.04%
View complete list of ISHARES TR shareholders