ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 153 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,373,399 | +6.7% | 40,286 | +6.0% | 0.04% | +27.6% |
| Q2 2023 | $1,286,667 | +134.2% | 38,011 | +147.6% | 0.03% | +93.3% |
| Q1 2023 | $549,481 | +145.5% | 15,353 | +226.8% | 0.02% | +150.0% |
| Q4 2022 | $223,811 | -86.2% | 4,698 | -82.0% | 0.01% | -87.2% |
| Q4 2021 | $1,616,000 | -4.8% | 26,165 | +53298.0% | 0.05% | – |
| Q2 2014 | $1,698,000 | – | 49 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barry Investment Advisors, LLC | 291,559 | $9,942,409 | 3.58% |
| Richard C. Young & CO., LTD. | 707,507 | $23,772,223 | 3.38% |
| Luken Investment Analytics, LLC | 134,081 | $4,505,122 | 2.61% |
| Dentgroup LLC | 52,879 | $1,776,745 | 1.31% |
| Bell Bank | 274,316 | $9,217,018 | 1.01% |
| Abundance Wealth Counselors | 86,419 | $2,904 | 0.83% |
| MARTIN & CO INC /TN/ | 67,494 | $2,267,807 | 0.60% |
| Aft, Forsyth & Sober, LLC | 40,000 | $1,344,000 | 0.57% |
| MidWestOne Financial Group, Inc. | 45,665 | $1,534,344 | 0.35% |
| AUGUSTINE ASSET MANAGEMENT INC | 20,000 | $672,000 | 0.31% |