ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 155 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.75 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,127 | +102016.7% | 148 | +0.7% | 0.00% | – |
| Q1 2024 | $6 | 0.0% | 147 | 0.0% | 0.00% | – |
| Q4 2023 | $6 | +50.0% | 147 | +1.4% | 0.00% | – |
| Q3 2023 | $4 | 0.0% | 145 | 0.0% | 0.00% | – |
| Q2 2023 | $4 | -33.3% | 145 | +0.7% | 0.00% | -100.0% |
| Q1 2023 | $6 | -99.9% | 144 | +26.3% | 0.00% | -50.0% |
| Q1 2019 | $5,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -16.7% | 114 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | 0.0% | 114 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $6,000 | – | 114 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BTR CAPITAL MANAGEMENT INC | 165,871 | $4,795,000 | 1.06% |
| MARTIN & CO INC /TN/ | 70,050 | $2,025,000 | 0.72% |
| AlphaMark Advisors, LLC | 10,445 | $302,000 | 0.17% |
| Family Firm, Inc. | 11,867 | $343,000 | 0.15% |
| TRANSCEND CAPITAL ADVISORS, LLC | 14,500 | $419,000 | 0.13% |
| LeJeune Puetz Investment Counsel LLC | 5,950 | $172,000 | 0.10% |
| PETTYJOHN, WOOD & WHITE, INC | 9,000 | $260,000 | 0.10% |
| ISTHMUS PARTNERS, LLC | 9,600 | $278,000 | 0.08% |
| Tower Research Capital LLC (TRC) | 45,920 | $1,328,000 | 0.08% |
| Joel Isaacson & Co., LLC | 15,825 | $458,000 | 0.08% |