ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 152 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $294 | -44.9% | 8,700 | -22.3% | 0.00% | -100.0% |
| Q4 2022 | $534 | -99.9% | 11,200 | +83.6% | 0.00% | – |
| Q1 2022 | $359,000 | -18.8% | 6,100 | -16.4% | 0.00% | -100.0% |
| Q3 2021 | $442,000 | -45.9% | 7,300 | -48.6% | 0.00% | 0.0% |
| Q2 2021 | $817,000 | +6.0% | 14,200 | +4.4% | 0.00% | 0.0% |
| Q1 2021 | $771,000 | +222.6% | 13,600 | +161.5% | 0.00% | – |
| Q2 2019 | $239,000 | – | 5,200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barry Investment Advisors, LLC | 291,559 | $9,942,409 | 3.58% |
| Richard C. Young & CO., LTD. | 707,507 | $23,772,223 | 3.38% |
| Luken Investment Analytics, LLC | 134,081 | $4,505,122 | 2.61% |
| Dentgroup LLC | 52,879 | $1,776,745 | 1.31% |
| Bell Bank | 274,316 | $9,217,018 | 1.01% |
| Abundance Wealth Counselors | 86,419 | $2,904 | 0.83% |
| MARTIN & CO INC /TN/ | 67,494 | $2,267,807 | 0.60% |
| Aft, Forsyth & Sober, LLC | 40,000 | $1,344,000 | 0.57% |
| MidWestOne Financial Group, Inc. | 45,665 | $1,534,344 | 0.35% |
| AUGUSTINE ASSET MANAGEMENT INC | 20,000 | $672,000 | 0.31% |