PATTEN & PATTEN INC/TN - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 165 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.

Quarter-by-quarter ownership
PATTEN & PATTEN INC/TN ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$348,264
-0.7%
10,3650.0%0.03%
+6.9%
Q2 2023$350,855
-2.6%
10,365
+3.0%
0.03%
-9.4%
Q1 2023$360,226
+75103.8%
10,0650.0%0.03%
-25.6%
Q4 2022$479
-99.9%
10,065
+5.0%
0.04%0.0%
Q3 2022$458,000
-3.0%
9,5850.0%0.04%
+4.9%
Q2 2022$472,000
-16.5%
9,5850.0%0.04%0.0%
Q1 2022$565,000
-4.6%
9,5850.0%0.04%0.0%
Q4 2021$592,000
+2.1%
9,5850.0%0.04%
-6.8%
Q3 2021$580,000
+5.3%
9,5850.0%0.04%
+4.8%
Q2 2021$551,000
+1.5%
9,5850.0%0.04%
-4.5%
Q1 2021$543,000
+24.8%
9,5850.0%0.04%
+15.8%
Q4 2020$435,000
+38.5%
9,5850.0%0.04%
+22.6%
Q3 2020$314,000
-3.1%
9,5850.0%0.03%
-11.4%
Q2 2020$324,000
+42.7%
9,585
+22.3%
0.04%
+16.7%
Q1 2020$227,000
-43.1%
7,8350.0%0.03%
-25.0%
Q4 2019$399,000
+9.3%
7,8350.0%0.04%0.0%
Q3 2019$365,000
+1.4%
7,8350.0%0.04%
+2.6%
Q2 2019$360,000
-4.0%
7,835
-9.3%
0.04%
-4.9%
Q1 2019$375,000
+9.0%
8,6350.0%0.04%
-2.4%
Q4 2018$344,000
-15.7%
8,635
+3.6%
0.04%
+5.0%
Q3 2018$408,000
-0.5%
8,3350.0%0.04%
-4.8%
Q2 2018$410,000
-2.4%
8,3350.0%0.04%
-2.3%
Q1 2018$420,000
+2.2%
8,3350.0%0.04%
+4.9%
Q4 2017$411,000
+4.6%
8,3350.0%0.04%0.0%
Q3 2017$393,000
+3.4%
8,3350.0%0.04%
-2.4%
Q2 2017$380,000
-2.3%
8,335
-4.0%
0.04%
-6.7%
Q1 2017$389,000
-1.3%
8,6850.0%0.04%
-6.2%
Q4 2016$394,000
+29.2%
8,6850.0%0.05%
+23.1%
Q3 2016$305,000
+8.2%
8,6850.0%0.04%0.0%
Q2 2016$282,000
+1.8%
8,685
-0.3%
0.04%
-2.5%
Q1 2016$277,000
-9.2%
8,7100.0%0.04%
-4.8%
Q4 2015$305,000
+3.7%
8,7100.0%0.04%
-6.7%
Q3 2015$294,000
-14.8%
8,710
-7.4%
0.04%
-10.0%
Q2 2015$345,000
+9.9%
9,410
+4.4%
0.05%
+11.1%
Q1 2015$314,000
-0.3%
9,0100.0%0.04%
-6.2%
Q4 2014$315,000
+9.4%
9,010
+3.7%
0.05%
+4.3%
Q3 2014$288,000
-0.3%
8,685
+4.2%
0.05%
-2.1%
Q2 2014$289,000
-6.8%
8,335
-6.1%
0.05%
+11.9%
Q1 2014$310,000
+5.8%
8,8750.0%0.04%
+2.4%
Q4 2013$293,000
-47.4%
8,875
-53.0%
0.04%
-6.8%
Q3 2013$557,000
+101.8%
18,870
+100.0%
0.04%
-2.2%
Q2 2013$276,0009,4350.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 291,559$9,942,4093.58%
Richard C. Young & CO., LTD. 707,507$23,772,2233.38%
Luken Investment Analytics, LLC 134,081$4,505,1222.61%
Dentgroup LLC 52,879$1,776,7451.31%
Bell Bank 274,316$9,217,0181.01%
Abundance Wealth Counselors 86,419$2,9040.83%
MARTIN & CO INC /TN/ 67,494$2,267,8070.60%
Aft, Forsyth & Sober, LLC 40,000$1,344,0000.57%
MidWestOne Financial Group, Inc. 45,665$1,534,3440.35%
AUGUSTINE ASSET MANAGEMENT INC 20,000$672,0000.31%
View complete list of ISHARES TR shareholders