Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 258 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,917,943
+7.4%
45,481
+1.2%
0.02%0.0%
Q1 2024$1,786,208
-2.3%
44,959
+0.2%
0.02%
-10.7%
Q4 2023$1,828,765
+13.2%
44,889
+20.3%
0.03%
-3.4%
Q3 2023$1,615,333
+19.4%
37,314
+23.4%
0.03%
+20.8%
Q2 2023$1,353,252
-17.7%
30,247
-8.2%
0.02%
-22.6%
Q1 2023$1,644,250
+21.2%
32,958
+15.4%
0.03%
+10.7%
Q4 2022$1,356,624
+14.6%
28,560
+2.6%
0.03%
+7.7%
Q3 2022$1,184,000
+3.6%
27,828
+35.9%
0.03%
+8.3%
Q2 2022$1,143,000
+2.2%
20,482
-3.1%
0.02%
+20.0%
Q1 2022$1,118,000
-73.9%
21,131
-66.1%
0.02%
-90.3%
Q1 2018$4,278,000
+115.8%
62,387
+109.5%
0.21%
+110.2%
Q4 2017$1,982,000
-33.4%
29,785
-36.8%
0.10%
-39.5%
Q3 2017$2,974,000
+32.8%
47,135
+15.1%
0.16%
+18.2%
Q2 2017$2,239,000
+395.4%
40,935
+296.4%
0.14%
+302.9%
Q4 2016$452,000
-77.5%
10,326
-75.1%
0.03%
-81.6%
Q3 2016$2,008,000
+138.8%
41,409
+175.9%
0.18%
+86.9%
Q2 2015$841,000
+12.7%
15,007
+9.6%
0.10%
+17.9%
Q1 2015$746,000
-3.1%
13,690
-14.3%
0.08%
+9.1%
Q4 2013$770,000
-14.5%
15,975
-18.3%
0.08%
-18.1%
Q3 2013$901,00019,5570.09%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Glovista Investments LLC 727,998$43,673,00011.36%
XPONANCE, INC. 443,089$26,534,0008.92%
Progeny 3, Inc. 212,710$12,739,0008.87%
Accuvest Global Advisors 167,989$10,061,0003.74%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,112,000$66,598,0002.86%
Pictet North America Advisors SA 345,967$20,720,0002.75%
Richard Bernstein Advisors LLC 1,303,728$78,082,0002.24%
Shamrock Asset Management LLC 38,231$2,290,0001.45%
Lattice Strategies LLC 28,112$1,684,0001.30%
USS Investment Management Ltd 2,070,000$123,983,0001.25%
View complete list of ISHARES TR shareholders