Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 132 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$290,479
+15.3%
5,423
+7.3%
0.02%0.0%
Q3 2022$252,000
-5.6%
5,054
+0.1%
0.02%
-5.3%
Q2 2022$267,000
+3.5%
5,049
+0.1%
0.02%
-5.0%
Q1 2022$258,000
-20.6%
5,045
+0.0%
0.02%
-13.0%
Q4 2021$325,000
+3.5%
5,043
+5.1%
0.02%
+4.5%
Q3 2021$314,000
-41.6%
4,799
-50.0%
0.02%
+10.0%
Q2 2021$538,000
+90.8%
9,594
+100.0%
0.02%
-13.0%
Q1 2021$282,000
+20.0%
4,796
+0.0%
0.02%
+4.5%
Q4 2020$235,000
+379.6%
4,795
+337.5%
0.02%
+214.3%
Q3 2018$49,000
+157.9%
1,096
+189.9%
0.01%
+133.3%
Q2 2018$19,0000.0%3780.0%0.00%0.0%
Q1 2018$19,0003780.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 172,777$10,463,0003.52%
SPC Financial, Inc. 322,439$19,527,0002.42%
Cadent Capital Advisors, LLC 72,570$4,395,0001.96%
MARTIN & CO INC /TN/ 71,484$4,329,0001.02%
Aft, Forsyth & Sober, LLC 40,000$2,422,0000.91%
Spectrum Management Group, LLC 56,013$3,392,0000.53%
Teamwork Financial Advisors, LLC 32,869$1,991,0000.39%
Well Done, LLC 28,160$1,705,0000.38%
Genesee Capital Advisors, LLC 12,021$728,0000.36%
Family Firm, Inc. 19,020$1,245,0000.33%
View complete list of ISHARES TR shareholders