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Ishares Tr shares owned by Atria Investments

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

Historical chart of Atria Investments investment in Ishares Tr

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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 $2.4M 119k 19.85

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

Wells Fargo & Company
Mercer Global Advisors
Titleist Asset Management
D.A. Davidson & Co.
Journey Advisory Group
CWM
Mml Investors Services
Raymond James Financial
MKT Advisors
Wealth Management Strategies
UBS Group
Legacy Private Trust
Royal Bank of Canada
Eight 31 Financial
Waycross Investment Management

View all funds holding Ishares Tr