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Ishares Tr shares owned by Atria Investments

Quarter-by-quarter ownership of Ishares Tr (IBCA) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Atria Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $316k 12k 25.94
2025-06-30 $241k 9.4k 25.63

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A (META)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Atria Investments

Top funds holding Ishares Tr

Capital Investment Advisors
Arrow Financial Corp.
Mb, Levis & Associates
Guidance Point Advisors
Lido Advisors
4Thought Financial Group
Benjamin Edwards
Krilogy Financial
UBS Group
Addison Advisors
Probity Advisors
Instrumental Wealth
Paradigm, Strategies in Wealth Management
Archford Capital Strategies
J.w. Cole Advisors

View all funds holding Ishares Tr