Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 152 filers reported holding ISHARES TR in Q4 2018. 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
Q2 2023$1,166,448
-4.1%
4,560
-7.3%
0.02%
-8.7%
Q1 2023$1,215,779
-47.5%
4,918
-43.1%
0.02%
-51.1%
Q4 2022$2,313,947
+34.3%
8,644
+28.2%
0.05%
+23.7%
Q3 2022$1,723,000
-79.7%
6,745
-84.1%
0.04%
-88.7%
Q3 2018$8,481,000
+2085.8%
42,437
+1517.3%
0.34%
+1495.2%
Q3 2017$388,000
+2.1%
2,624
+2.6%
0.02%
-8.7%
Q2 2017$380,000
+13.4%
2,557
+2.4%
0.02%
+4.5%
Q1 2017$335,000
+28.8%
2,498
+21.3%
0.02%
-21.4%
Q2 2016$260,0002,0590.03%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Gruss & Co., LLC 2,000$533,0001.93%
Ayalon Insurance Comp Ltd. 19,393$5,204,0001.73%
Rothschild Capital Partners, LLC 20,199$5,382,0001.72%
Wharton Business Group, LLC 66,570$17,738,0001.38%
MARTIN & CO INC /TN/ 18,410$4,906,0001.22%
FMA ADVISORY INC 12,310$3,280,0001.22%
Aveo Capital Partners, LLC 16,140$4,301,0000.95%
Terra Nova Asset Management LLC 3,666$977,0000.84%
ASSETMARK, INC 586,040$156,156,0000.72%
Carl P. Sherr & Co., LLC 3,465$923,0000.64%
View complete list of ISHARES TR shareholders