PATTEN & PATTEN INC/TN - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 137 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 4.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
PATTEN & PATTEN INC/TN ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$350,655
-9.4%
1,500
-3.2%
0.03%
-3.1%
Q2 2023$387,221
+9.6%
1,5500.0%0.03%
+3.2%
Q1 2023$353,152
+106592.4%
1,5500.0%0.03%
+3.3%
Q4 2022$331
-99.9%
1,5500.0%0.03%
+3.4%
Q3 2022$305,000
-7.6%
1,5500.0%0.03%0.0%
Q2 2022$330,000
-25.8%
1,550
-6.1%
0.03%
-9.4%
Q1 2022$445,000
-2.4%
1,6500.0%0.03%0.0%
Q4 2021$456,000
+13.7%
1,6500.0%0.03%
+6.7%
Q3 2021$401,000
-6.5%
1,6500.0%0.03%
-9.1%
Q2 2021$429,000
+0.9%
1,6500.0%0.03%
-5.7%
Q1 2021$425,000
+15.2%
1,650
-1.5%
0.04%
+9.4%
Q4 2020$369,000
+9.2%
1,675
-1.5%
0.03%
-5.9%
Q3 2020$338,000
+22.5%
1,7000.0%0.03%
+13.3%
Q2 2020$276,000
+17.4%
1,7000.0%0.03%
-3.2%
Q1 2020$235,000
-29.2%
1,7000.0%0.03%
-6.1%
Q4 2019$332,000
+5.1%
1,7000.0%0.03%
-5.7%
Q3 2019$316,000
-10.5%
1,700
-9.3%
0.04%
-7.9%
Q2 2019$353,000
+0.6%
1,8750.0%0.04%0.0%
Q1 2019$351,000
+13.6%
1,8750.0%0.04%0.0%
Q4 2018$309,000
-25.4%
1,875
-7.4%
0.04%
-7.3%
Q3 2018$414,000
-65.5%
2,025
-68.6%
0.04%
-66.7%
Q2 2018$1,199,000
-0.7%
6,440
-0.2%
0.12%0.0%
Q1 2018$1,207,000
-2.0%
6,455
+0.4%
0.12%0.0%
Q4 2017$1,232,000
+10.6%
6,430
+3.0%
0.12%
+5.1%
Q3 2017$1,114,000
+5.0%
6,245
+1.3%
0.12%0.0%
Q2 2017$1,061,000
+4.9%
6,1650.0%0.12%
+0.9%
Q1 2017$1,011,000
+0.7%
6,1650.0%0.12%
-6.5%
Q4 2016$1,004,000
+11.2%
6,165
-0.8%
0.12%
+6.9%
Q3 2016$903,000
+7.0%
6,215
-1.3%
0.12%
-0.9%
Q2 2016$844,000
-7.6%
6,295
-1.8%
0.12%
-10.0%
Q1 2016$913,000
+5.7%
6,4100.0%0.13%
+9.2%
Q4 2015$864,000
-4.4%
6,410
-0.8%
0.12%
-13.8%
Q3 2015$904,000
-4.0%
6,460
-0.6%
0.14%
+0.7%
Q2 2015$942,000
-7.9%
6,500
-0.5%
0.14%
-6.8%
Q1 2015$1,023,000
-4.0%
6,530
+0.5%
0.15%
-8.7%
Q4 2014$1,066,000
+12.7%
6,500
+3.7%
0.16%
+6.6%
Q3 2014$946,000
+6.1%
6,270
+3.3%
0.15%
+4.1%
Q2 2014$892,000
-5.0%
6,070
-12.5%
0.14%
+14.2%
Q1 2014$939,000
+2.6%
6,9350.0%0.13%
-0.8%
Q4 2013$915,000
-42.1%
6,935
-50.1%
0.13%
+1.6%
Q3 2013$1,580,000
+106.8%
13,890
+99.7%
0.13%
+0.8%
Q2 2013$764,0006,9550.12%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Arlington Capital Management, Inc. 77,367$12,694,00010.74%
AFFINITY WEALTH MANAGEMENT LLC 76,548$12,559,00010.05%
Winch Advisory Services, LLC 63,299$10,385,0005.66%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 346,000$56,768,0005.16%
PACIFIC FINANCIAL GROUP INC 86,737$14,231,0004.21%
TOEWS CORP /ADV 1,771$291,0004.01%
Karp Capital Management Corp 30,008$4,940,0003.60%
CHARTIST INC /CA/ 45,550$7,447,0003.48%
Clal Insurance Enterprises Holdings Ltd 866,280$142,257,0003.40%
FundX Investment Group, LLC 62,884$10,317,0003.10%
View complete list of ISHARES TR shareholders