PATTEN & PATTEN INC/TN - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 516 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
PATTEN & PATTEN INC/TN ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$442,287
-20.0%
4,664
-17.7%
0.04%
-15.2%
Q2 2023$553,033
+10.0%
5,6640.0%0.05%
+4.5%
Q1 2023$502,793
+108729.7%
5,6640.0%0.04%
+4.8%
Q4 2022$462
-99.9%
5,664
-6.8%
0.04%
-8.7%
Q3 2022$487,000
-4.3%
6,0790.0%0.05%
+2.2%
Q2 2022$509,000
-20.7%
6,0790.0%0.04%
-4.3%
Q1 2022$642,000
-8.7%
6,0790.0%0.05%
-4.1%
Q4 2021$703,000
+12.8%
6,0790.0%0.05%
+4.3%
Q3 2021$623,000
+1.5%
6,0790.0%0.05%0.0%
Q2 2021$614,000
+11.2%
6,0790.0%0.05%
+4.4%
Q1 2021$552,000
+2.4%
6,0790.0%0.04%
-4.3%
Q4 2020$539,000
-0.6%
6,079
-10.3%
0.05%
-13.0%
Q3 2020$542,000
+11.3%
6,7790.0%0.05%
+1.9%
Q2 2020$487,000
+25.8%
6,7790.0%0.05%
+3.9%
Q1 2020$387,000
-10.0%
6,779
+6.5%
0.05%
+18.6%
Q4 2019$430,0006,3640.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 242,857$23,030,16317.82%
Tanglewood Legacy Advisors, LLC 292,457$27,733,73516.63%
Madison Wealth Partners, Inc 327,310$31,038,78015.70%
Tennessee Valley Asset Management Partners 377,253$35,774,84411.76%
Veracity Capital LLC 260,986$24,749,31111.48%
Legacy Financial Group LLC 485,559$46,045,533,00010.83%
Cardinal Strategic Wealth Guidance 229,317$21,746,14410.08%
DOLIVER ADVISORS, LP 335,858$31,849,4149.59%
DDFG, Inc 271,196$25,717,5179.48%
ZRC WEALTH MANAGEMENT, LLC 106,362$10,086,2728.71%
View complete list of ISHARES TR shareholders