PATTEN & PATTEN INC/TN - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.54 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 Q3 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders