PATTEN & PATTEN INC/TN - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. 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$9,595,521
-0.2%
128,351
-0.4%
0.84%
+6.0%
Q2 2023$9,614,487
+2.1%
128,863
-2.6%
0.80%
-4.0%
Q1 2023$9,416,321
+92882.3%
132,363
-1.4%
0.83%
-9.9%
Q4 2022$10,127
-99.9%
134,179
-0.5%
0.92%
+6.4%
Q3 2022$9,107,000
-5.5%
134,824
-2.1%
0.86%
+2.1%
Q2 2022$9,633,000
-18.3%
137,649
-1.4%
0.85%
-1.7%
Q1 2022$11,796,000
-2.7%
139,549
-0.2%
0.86%
+2.7%
Q4 2021$12,118,000
+3.4%
139,791
-1.6%
0.84%
-6.1%
Q3 2021$11,724,000
+2.6%
142,021
+0.8%
0.89%
+2.5%
Q2 2021$11,423,000
+8.7%
140,934
+0.4%
0.87%
+1.2%
Q1 2021$10,512,000
+11.2%
140,399
-0.8%
0.86%
+4.4%
Q4 2020$9,452,000
+13.7%
141,554
+93.2%
0.82%
-0.5%
Q3 2020$8,314,000
+3.3%
73,262
+0.3%
0.83%
-5.9%
Q2 2020$8,047,000
+12.0%
73,058
-1.0%
0.88%
-7.1%
Q1 2020$7,182,000
-35.2%
73,831
-8.2%
0.95%
-15.0%
Q4 2019$11,080,000
+6.5%
80,417
-0.5%
1.11%
-2.0%
Q3 2019$10,407,000
-1.2%
80,846
-3.6%
1.14%
-0.3%
Q2 2019$10,537,000
+5.7%
83,896
-0.6%
1.14%
+4.2%
Q1 2019$9,973,000
+7.1%
84,421
-3.5%
1.09%
-4.2%
Q4 2018$9,310,000
-15.3%
87,521
-3.3%
1.14%
+4.9%
Q3 2018$10,998,000
+2.1%
90,537
-1.5%
1.09%
-1.6%
Q2 2018$10,776,000
-7.2%
91,954
-6.7%
1.11%
-6.7%
Q1 2018$11,615,000
-0.3%
98,589
+1.1%
1.19%
+1.8%
Q4 2017$11,650,000
+7.1%
97,549
+0.5%
1.17%
+1.7%
Q3 2017$10,879,000
+1.6%
97,031
-2.6%
1.15%
-3.2%
Q2 2017$10,712,000
+3.4%
99,631
+0.1%
1.18%
-0.8%
Q1 2017$10,360,000
+2.0%
99,571
-0.5%
1.19%
-4.4%
Q4 2016$10,154,000
+16.3%
100,075
+3.2%
1.25%
+11.1%
Q3 2016$8,729,000
+4.4%
96,992
-0.3%
1.12%
-2.9%
Q2 2016$8,361,000
-0.5%
97,287
-2.1%
1.16%
-3.7%
Q1 2016$8,403,000
-4.2%
99,324
+0.1%
1.20%
-0.9%
Q4 2015$8,770,000
+1.7%
99,232
-3.2%
1.21%
-7.9%
Q3 2015$8,625,000
-7.2%
102,541
-1.0%
1.32%
-2.4%
Q2 2015$9,295,000
-2.6%
103,575
-3.3%
1.35%
-1.7%
Q1 2015$9,543,000
-6.3%
107,165
-5.1%
1.37%
-10.8%
Q4 2014$10,190,000
+8.1%
112,975
+0.3%
1.54%
+2.7%
Q3 2014$9,427,000
-1.4%
112,605
-2.0%
1.50%
-3.5%
Q2 2014$9,558,000
+1.4%
114,960
-0.2%
1.55%
+21.9%
Q1 2014$9,422,000
+1.6%
115,245
-0.4%
1.28%
-1.4%
Q4 2013$9,277,000
-45.3%
115,730
-50.6%
1.29%
-4.4%
Q3 2013$16,964,000
+98.2%
234,355
+95.9%
1.35%
-3.6%
Q2 2013$8,558,000119,6401.40%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders