Sigma Planning Corp - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 129 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$225,838
-11.1%
4,740
-11.0%
0.01%
-20.0%
Q3 2022$254,000
+4.1%
5,328
+7.5%
0.01%
+25.0%
Q2 2022$244,000
-22.3%
4,958
-6.8%
0.01%
-11.1%
Q1 2022$314,000
+4.3%
5,321
+9.3%
0.01%
+12.5%
Q4 2021$301,000
+6.7%
4,868
+4.6%
0.01%0.0%
Q3 2021$282,000
-17.3%
4,656
-21.5%
0.01%
-20.0%
Q2 2021$341,000
+7.6%
5,928
+6.0%
0.01%0.0%
Q1 2021$317,000
-42.0%
5,592
-49.9%
0.01%
-68.8%
Q3 2018$547,000
+56.7%
11,160
+57.3%
0.03%
+39.1%
Q2 2018$349,000
-68.7%
7,093
-67.9%
0.02%
-71.6%
Q1 2018$1,114,000
+246.0%
22,115
+238.7%
0.08%
+224.0%
Q4 2017$322,000
+2.2%
6,530
-2.0%
0.02%
-3.8%
Q3 2017$315,000
-2.2%
6,666
-5.6%
0.03%
-13.3%
Q2 2017$322,000
-69.9%
7,064
-70.4%
0.03%
-70.9%
Q1 2017$1,068,000
+35.0%
23,842
+36.7%
0.10%
+19.8%
Q4 2016$791,000
+59.2%
17,437
+23.4%
0.09%
+45.8%
Q3 2016$497,000
-33.5%
14,130
-30.7%
0.06%
-42.7%
Q2 2015$747,00020,3950.10%
Other shareholders
ISHARES TR shareholders Q3 2021
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