ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 137 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,267,807 | -1.2% | 67,494 | -0.5% | 0.60% | +2.6% |
| Q2 2023 | $2,296,460 | -8.8% | 67,842 | -3.5% | 0.58% | -10.5% |
| Q1 2023 | $2,517,406 | -26.1% | 70,338 | -1.6% | 0.65% | -27.9% |
| Q4 2022 | $3,406,987 | +2.4% | 71,515 | +2.7% | 0.90% | -9.0% |
| Q3 2022 | $3,326,000 | -1.4% | 69,648 | +1.7% | 0.99% | +2.6% |
| Q2 2022 | $3,373,000 | -13.7% | 68,452 | +3.2% | 0.96% | -3.4% |
| Q1 2022 | $3,909,000 | -10.8% | 66,350 | -6.5% | 1.00% | -0.5% |
| Q4 2021 | $4,384,000 | +1.3% | 70,977 | -0.7% | 1.00% | -1.7% |
| Q3 2021 | $4,329,000 | +14.4% | 71,484 | +8.7% | 1.02% | +8.2% |
| Q2 2021 | $3,783,000 | -2.8% | 65,754 | -4.2% | 0.94% | -3.8% |
| Q1 2021 | $3,890,000 | +22.6% | 68,646 | -1.9% | 0.98% | +20.7% |
| Q4 2020 | $3,174,000 | +38.8% | 70,005 | +0.2% | 0.81% | +21.2% |
| Q3 2020 | $2,287,000 | -4.3% | 69,860 | -1.2% | 0.67% | -9.8% |
| Q2 2020 | $2,391,000 | +18.1% | 70,690 | +0.9% | 0.74% | +2.3% |
| Q1 2020 | $2,025,000 | -41.3% | 70,050 | +3.5% | 0.72% | -27.1% |
| Q4 2019 | $3,448,000 | +10.2% | 67,651 | +0.7% | 1.00% | +5.2% |
| Q3 2019 | $3,129,000 | +0.3% | 67,211 | -1.2% | 0.95% | +1.4% |
| Q2 2019 | $3,121,000 | +4.0% | 67,996 | -1.6% | 0.93% | +3.1% |
| Q1 2019 | $3,001,000 | +11.3% | 69,076 | +2.1% | 0.90% | -4.9% |
| Q4 2018 | $2,696,000 | -19.2% | 67,676 | -0.6% | 0.95% | -5.7% |
| Q3 2018 | $3,338,000 | -0.5% | 68,101 | -0.2% | 1.01% | -5.4% |
| Q2 2018 | $3,355,000 | -1.2% | 68,251 | +1.2% | 1.07% | -5.6% |
| Q1 2018 | $3,396,000 | -38.8% | 67,416 | -40.2% | 1.13% | -35.8% |
| Q4 2017 | $5,553,000 | +4.4% | 112,659 | -0.0% | 1.76% | +1.7% |
| Q3 2017 | $5,320,000 | -6.7% | 112,694 | -9.9% | 1.73% | -1.4% |
| Q2 2017 | $5,699,000 | +1.9% | 125,119 | +0.3% | 1.76% | -1.2% |
| Q1 2017 | $5,590,000 | -2.1% | 124,784 | -0.8% | 1.78% | -3.9% |
| Q4 2016 | $5,709,000 | +26.8% | 125,809 | -1.7% | 1.85% | +24.7% |
| Q3 2016 | $4,502,000 | -29.6% | 128,014 | -35.1% | 1.48% | -28.4% |
| Q2 2016 | $6,397,000 | -2.4% | 197,209 | -4.4% | 2.07% | -0.6% |
| Q1 2016 | $6,554,000 | -12.6% | 206,204 | -3.8% | 2.08% | -12.9% |
| Q4 2015 | $7,495,000 | +3.0% | 214,384 | -0.7% | 2.39% | -2.2% |
| Q3 2015 | $7,280,000 | -5.4% | 215,834 | +2.7% | 2.44% | -2.9% |
| Q2 2015 | $7,693,000 | +4.5% | 210,144 | -0.5% | 2.52% | +6.7% |
| Q1 2015 | $7,362,000 | -0.1% | 211,134 | +0.1% | 2.36% | +1.1% |
| Q4 2014 | $7,370,000 | +6.1% | 210,869 | +0.6% | 2.33% | +1.4% |
| Q3 2014 | $6,944,000 | -4.4% | 209,539 | -0.1% | 2.30% | -2.0% |
| Q2 2014 | $7,267,000 | -0.1% | 209,684 | +0.8% | 2.35% | -5.7% |
| Q1 2014 | $7,274,000 | +1.9% | 208,019 | -3.7% | 2.49% | +1.8% |
| Q4 2013 | $7,139,000 | -5.0% | 215,944 | -14.3% | 2.44% | -9.4% |
| Q3 2013 | $7,513,000 | +2.1% | 251,935 | +0.2% | 2.70% | +2.2% |
| Q2 2013 | $7,359,000 | – | 251,520 | – | 2.64% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barry Investment Advisors, LLC | 274,074 | $9,809,108 | 3.21% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 56,199 | $2,011,346 | 1.85% |
| Adams Wealth Management | 96,741 | $3,462,360 | 1.12% |
| Bell Bank | 222,881 | $7,976,911 | 0.84% |
| Aft, Forsyth & Sober, LLC | 40,000 | $1,431,600 | 0.72% |
| MARTIN & CO INC /TN/ | 70,338 | $2,517,406 | 0.65% |
| Endurance Wealth Management, Inc. | 111,031 | $3,974 | 0.56% |
| AUGUSTINE ASSET MANAGEMENT INC | 20,000 | $715,800 | 0.35% |
| Wealth Management Partners, LLC | 11,212 | $401,277 | 0.28% |
| Family Firm, Inc. | 25,907 | $927,204 | 0.26% |