ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 152 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $325,260 | -10.1% | 9,680 | -9.4% | 0.00% | 0.0% |
| Q2 2023 | $361,796 | -4.1% | 10,688 | +1.4% | 0.00% | -20.0% |
| Q1 2023 | $377,217 | +8.0% | 10,540 | +43.8% | 0.01% | 0.0% |
| Q4 2022 | $349,146 | +27.0% | 7,329 | +27.3% | 0.01% | +25.0% |
| Q3 2022 | $275,000 | -17.4% | 5,757 | -14.9% | 0.00% | -20.0% |
| Q2 2022 | $333,000 | +23.3% | 6,766 | +47.0% | 0.01% | +25.0% |
| Q1 2022 | $270,000 | – | 4,603 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barry Investment Advisors, LLC | 274,074 | $9,809,108 | 3.21% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 56,199 | $2,011,346 | 1.85% |
| Adams Wealth Management | 96,741 | $3,462,360 | 1.12% |
| Bell Bank | 222,881 | $7,976,911 | 0.84% |
| Aft, Forsyth & Sober, LLC | 40,000 | $1,431,600 | 0.72% |
| MARTIN & CO INC /TN/ | 70,338 | $2,517,406 | 0.65% |
| Endurance Wealth Management, Inc. | 111,031 | $3,974 | 0.56% |
| AUGUSTINE ASSET MANAGEMENT INC | 20,000 | $715,800 | 0.35% |
| Wealth Management Partners, LLC | 11,212 | $401,277 | 0.28% |
| Family Firm, Inc. | 25,907 | $927,204 | 0.26% |