PATTEN & PATTEN INC/TN - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 167 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PATTEN & PATTEN INC/TN ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$520,335
-5.9%
7,7720.0%0.05%0.0%
Q2 2023$553,114
+9.4%
7,772
-0.6%
0.05%
+4.5%
Q1 2023$505,682
+112273.8%
7,817
-1.1%
0.04%
+7.3%
Q4 2022$450
-99.9%
7,902
-0.4%
0.04%
-6.8%
Q3 2022$462,000
+2.7%
7,9320.0%0.04%
+10.0%
Q2 2022$450,000
-24.4%
7,9320.0%0.04%
-7.0%
Q1 2022$595,000
-12.9%
7,932
-2.5%
0.04%
-8.5%
Q4 2021$683,000
+8.6%
8,1320.0%0.05%
-2.1%
Q3 2021$629,000
-0.3%
8,1320.0%0.05%0.0%
Q2 2021$631,000
+8.4%
8,132
+4.6%
0.05%0.0%
Q1 2021$582,000
+6.2%
7,7720.0%0.05%0.0%
Q4 2020$548,000
+7.0%
7,772
+279.5%
0.05%
-5.9%
Q3 2020$512,000
+20.8%
2,048
+5.7%
0.05%
+10.9%
Q2 2020$424,000
+22.9%
1,938
-0.5%
0.05%
+2.2%
Q1 2020$345,000
-24.2%
1,948
-2.3%
0.04%
-2.2%
Q4 2019$455,000
+30.7%
1,993
+24.3%
0.05%
+21.1%
Q3 2019$348,000
+2.4%
1,603
+2.6%
0.04%
+2.7%
Q2 2019$340,000
+4.9%
1,563
-1.6%
0.04%
+2.8%
Q1 2019$324,000
+11.0%
1,588
-1.5%
0.04%0.0%
Q4 2018$292,000
-12.6%
1,613
+2.2%
0.04%
+9.1%
Q3 2018$334,000
+26.5%
1,578
+15.8%
0.03%
+22.2%
Q2 2018$264,000
+6.5%
1,363
+0.4%
0.03%
+8.0%
Q1 2018$248,0001,3580.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Sterling Investment Counsel, LLC 137,524$11,552,0007.83%
First Citizens Financial Corp 58,262$4,894,0003.58%
MinichMacGregor Wealth Management, LLC 137,086$11,515,0003.50%
COTTONWOOD CAPITAL ADVISORS, LLC 47,072$3,954,0003.06%
Cadent Capital Advisors, LLC 79,521$6,680,0002.95%
SPC Financial, Inc. 292,301$24,553,0002.74%
Stonebridge Financial Planning Group, LLC 53,140$3,892,0002.04%
QUATTRO FINANCIAL ADVISORS LLC 66,426$5,580,0001.97%
WESPAC Advisors, LLC 34,431$2,892,0001.94%
Quantitative Advantage, LLC 132,533$11,133,0001.72%
View complete list of ISHARES TR shareholders