PETTYJOHN, WOOD & WHITE, INC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 137 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.

Quarter-by-quarter ownership
PETTYJOHN, WOOD & WHITE, INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$214,383
+74859.1%
5,990
-0.2%
0.05%
-26.8%
Q4 2022$286
-99.9%
6,0000.0%0.07%
-6.6%
Q3 2022$286,000
-56.0%
6,000
-54.5%
0.08%
-1.3%
Q2 2022$650,000
+67.1%
13,200
+100.0%
0.08%
-7.2%
Q1 2022$389,000
-4.7%
6,6000.0%0.08%
-1.2%
Q4 2021$408,000
+2.0%
6,6000.0%0.08%
-5.6%
Q3 2021$400,000
+4.2%
6,600
-1.1%
0.09%
+3.5%
Q2 2021$384,000
-11.1%
6,675
-12.5%
0.09%
-15.7%
Q1 2021$432,000
+22.0%
7,625
-2.2%
0.10%
+13.3%
Q4 2020$354,000
+35.1%
7,800
-2.5%
0.09%
+16.9%
Q3 2020$262,000
-5.4%
8,000
-2.4%
0.08%
-13.5%
Q2 2020$277,000
+6.5%
8,200
-8.9%
0.09%
-8.2%
Q1 2020$260,000
-48.0%
9,000
-8.2%
0.10%
-32.6%
Q4 2019$500,000
+9.6%
9,8000.0%0.14%
+3.6%
Q3 2019$456,000
-2.6%
9,800
-3.9%
0.14%
-4.1%
Q2 2019$468,000
+5.6%
10,2000.0%0.14%
+0.7%
Q1 2019$443,000
+9.1%
10,2000.0%0.14%
-3.4%
Q4 2018$406,000
-18.8%
10,2000.0%0.15%
-8.6%
Q3 2018$500,000
+2.5%
10,200
+2.8%
0.16%
-4.1%
Q2 2018$488,000
-2.4%
9,9250.0%0.17%
-6.1%
Q1 2018$500,000
+4.4%
9,925
+2.1%
0.18%
+5.2%
Q4 2017$479,000
+2.1%
9,725
-2.0%
0.17%
-1.1%
Q3 2017$469,000
+1.7%
9,925
-2.0%
0.17%
+1.8%
Q2 2017$461,000
-6.7%
10,125
-8.2%
0.17%
-7.1%
Q1 2017$494,000
-0.4%
11,025
+0.9%
0.18%
-4.7%
Q4 2016$496,000
+30.9%
10,925
+1.4%
0.19%
+7.2%
Q3 2016$379,000
+8.3%
10,7750.0%0.18%
+30.4%
Q2 2016$350,000
+4.2%
10,775
+1.9%
0.14%
+0.7%
Q1 2016$336,000
-9.2%
10,5750.0%0.14%
-12.7%
Q4 2015$370,000
+1.9%
10,575
-1.9%
0.16%
-6.0%
Q3 2015$363,000
-7.9%
10,7750.0%0.17%
+0.6%
Q2 2015$394,000
+4.8%
10,7750.0%0.17%
+6.4%
Q1 2015$376,000
-1.1%
10,775
-0.9%
0.16%
-0.6%
Q4 2014$380,000
+3.5%
10,875
-1.8%
0.16%
-1.3%
Q3 2014$367,000
-4.4%
11,0750.0%0.16%
-5.4%
Q2 2014$384,000
+1.1%
11,075
+1.8%
0.17%
-3.4%
Q1 2014$380,000
+5.0%
10,875
-0.7%
0.17%
-17.9%
Q4 2013$362,000
+7.1%
10,950
-3.5%
0.21%
+1.4%
Q3 2013$338,000
+1.8%
11,3500.0%0.21%
+0.5%
Q2 2013$332,00011,3500.21%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 274,074$9,809,1083.21%
COTTONWOOD CAPITAL ADVISORS, LLC 56,199$2,011,3461.85%
Adams Wealth Management 96,741$3,462,3601.12%
Bell Bank 222,881$7,976,9110.84%
Aft, Forsyth & Sober, LLC 40,000$1,431,6000.72%
MARTIN & CO INC /TN/ 70,338$2,517,4060.65%
Endurance Wealth Management, Inc. 111,031$3,9740.56%
AUGUSTINE ASSET MANAGEMENT INC 20,000$715,8000.35%
Wealth Management Partners, LLC 11,212$401,2770.28%
Family Firm, Inc. 25,907$927,2040.26%
View complete list of ISHARES TR shareholders