PATTEN & PATTEN INC/TN - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
PATTEN & PATTEN INC/TN ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$290,030
-14.2%
5,980
-0.2%
0.02%
-10.7%
Q2 2023$338,195
+4.6%
5,9900.0%0.03%0.0%
Q1 2023$323,340
+102547.6%
5,9900.0%0.03%
-3.4%
Q4 2022$315
-99.9%
5,9900.0%0.03%
+7.4%
Q3 2022$283,000
-6.3%
5,9900.0%0.03%0.0%
Q2 2022$302,000
-17.3%
5,9900.0%0.03%0.0%
Q1 2022$365,000
-7.1%
5,990
+0.4%
0.03%0.0%
Q4 2021$393,000
+1.8%
5,968
-3.1%
0.03%
-6.9%
Q3 2021$386,000
+6.3%
6,156
+512.5%
0.03%
+3.6%
Q2 2021$363,000
+10.3%
1,005
+1.0%
0.03%
+3.7%
Q1 2021$329,000
+2.2%
995
+1.0%
0.03%
-3.6%
Q4 2020$322,0009850.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders