PATTEN & PATTEN INC/TN - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 415 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
PATTEN & PATTEN INC/TN ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$226,757
-3.6%
8400.0%0.02%
+5.3%
Q2 2023$235,307
+2.6%
8400.0%0.02%
-5.0%
Q1 2023$229,268
+96637.6%
840
+0.6%
0.02%
-9.1%
Q4 2022$237
-99.9%
8350.0%0.02%
+10.0%
Q3 2022$211,000
-5.8%
8350.0%0.02%0.0%
Q2 2022$224,000
-7.1%
8350.0%0.02%
+11.1%
Q1 2022$241,000
-4.0%
8350.0%0.02%
+5.9%
Q4 2021$251,000
-18.0%
835
-24.8%
0.02%
-26.1%
Q3 2021$306,000
+1.0%
1,1100.0%0.02%0.0%
Q2 2021$303,000
+4.1%
1,110
-3.9%
0.02%
-4.2%
Q1 2021$291,000
+2.5%
1,1550.0%0.02%
-4.0%
Q4 2020$284,000
+8.4%
1,1550.0%0.02%
-3.8%
Q3 2020$262,000
-3.3%
1,155
-8.0%
0.03%
-13.3%
Q2 2020$271,000
+15.8%
1,255
+0.6%
0.03%
-3.2%
Q1 2020$234,000
-3.3%
1,248
+11.4%
0.03%
+29.2%
Q4 2019$242,0001,1200.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders