ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 159 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,226 | +11.3% | 36,490 | +12.0% | 0.01% | +20.0% |
| Q2 2023 | $1,102 | +15.6% | 32,570 | +22.3% | 0.01% | 0.0% |
| Q1 2023 | $953 | -8.6% | 26,639 | +21.7% | 0.01% | 0.0% |
| Q4 2022 | $1,043 | -99.9% | 21,893 | +32.7% | 0.01% | +25.0% |
| Q3 2022 | $787,000 | -3.7% | 16,492 | -0.5% | 0.00% | 0.0% |
| Q2 2022 | $817,000 | -31.3% | 16,574 | -18.0% | 0.00% | -20.0% |
| Q1 2022 | $1,190,000 | -68.6% | 20,203 | -67.1% | 0.01% | -70.6% |
| Q4 2021 | $3,789,000 | +21.8% | 61,356 | +19.5% | 0.02% | +13.3% |
| Q3 2021 | $3,110,000 | +379.9% | 51,356 | +355.8% | 0.02% | +400.0% |
| Q2 2021 | $648,000 | -51.2% | 11,267 | -51.9% | 0.00% | -57.1% |
| Q1 2021 | $1,328,000 | +182.0% | 23,438 | +125.6% | 0.01% | +133.3% |
| Q4 2020 | $471,000 | +38.9% | 10,387 | +0.3% | 0.00% | +50.0% |
| Q3 2020 | $339,000 | -23.0% | 10,361 | -20.3% | 0.00% | -33.3% |
| Q2 2020 | $440,000 | +33.7% | 13,005 | +14.3% | 0.00% | 0.0% |
| Q1 2020 | $329,000 | -69.3% | 11,379 | -45.9% | 0.00% | -62.5% |
| Q4 2019 | $1,073,000 | -10.1% | 21,043 | -17.9% | 0.01% | -20.0% |
| Q3 2019 | $1,193,000 | +32.4% | 25,617 | +30.6% | 0.01% | +25.0% |
| Q2 2019 | $901,000 | -1.1% | 19,621 | -6.4% | 0.01% | -11.1% |
| Q1 2019 | $911,000 | -0.4% | 20,967 | -8.7% | 0.01% | -10.0% |
| Q4 2018 | $915,000 | -55.5% | 22,972 | -45.3% | 0.01% | -50.0% |
| Q3 2018 | $2,057,000 | -36.8% | 41,971 | -36.6% | 0.02% | -41.2% |
| Q2 2018 | $3,257,000 | -62.5% | 66,252 | -61.6% | 0.03% | -65.3% |
| Q1 2018 | $8,685,000 | +119.4% | 172,422 | +114.7% | 0.10% | +108.5% |
| Q4 2017 | $3,958,000 | +103.1% | 80,306 | +94.5% | 0.05% | +80.8% |
| Q3 2017 | $1,949,000 | -21.7% | 41,286 | -24.5% | 0.03% | -29.7% |
| Q2 2017 | $2,490,000 | +11.8% | 54,667 | +9.9% | 0.04% | -2.6% |
| Q1 2017 | $2,228,000 | -1.2% | 49,732 | +0.1% | 0.04% | -9.5% |
| Q4 2016 | $2,255,000 | +615.9% | 49,696 | +455.6% | 0.04% | +600.0% |
| Q3 2016 | $315,000 | -2.8% | 8,945 | -10.5% | 0.01% | -14.3% |
| Q2 2016 | $324,000 | -1.8% | 9,989 | -3.7% | 0.01% | 0.0% |
| Q1 2016 | $330,000 | -18.9% | 10,377 | -10.8% | 0.01% | -30.0% |
| Q4 2015 | $407,000 | -9.6% | 11,638 | -12.7% | 0.01% | -23.1% |
| Q3 2015 | $450,000 | +10.6% | 13,333 | +19.9% | 0.01% | +18.2% |
| Q2 2015 | $407,000 | -3.3% | 11,119 | -7.8% | 0.01% | -8.3% |
| Q1 2015 | $421,000 | -0.5% | 12,060 | -0.4% | 0.01% | -7.7% |
| Q4 2014 | $423,000 | +11.6% | 12,107 | +5.7% | 0.01% | +18.2% |
| Q3 2014 | $379,000 | -7.1% | 11,449 | -2.8% | 0.01% | -21.4% |
| Q2 2014 | $408,000 | -22.1% | 11,782 | -21.4% | 0.01% | -30.0% |
| Q1 2014 | $524,000 | +22.4% | 14,992 | +15.8% | 0.02% | +11.1% |
| Q4 2013 | $428,000 | – | 12,950 | – | 0.02% | – |
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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% |