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 | $1,344,000 | -0.7% | 40,000 | 0.0% | 0.57% | +0.9% |
| Q2 2023 | $1,354,000 | -5.4% | 40,000 | 0.0% | 0.56% | -22.4% |
| Q1 2023 | $1,431,600 | -24.9% | 40,000 | 0.0% | 0.72% | -15.6% |
| Q4 2022 | $1,905,600 | -0.2% | 40,000 | 0.0% | 0.86% | -7.6% |
| Q3 2022 | $1,910,000 | -3.1% | 40,000 | 0.0% | 0.93% | +1.4% |
| Q2 2022 | $1,971,000 | -16.4% | 40,000 | 0.0% | 0.92% | -1.3% |
| Q1 2022 | $2,357,000 | -4.6% | 40,000 | 0.0% | 0.93% | +7.0% |
| Q4 2021 | $2,470,000 | +2.0% | 40,000 | 0.0% | 0.87% | -4.7% |
| Q3 2021 | $2,422,000 | +5.3% | 40,000 | 0.0% | 0.91% | +5.1% |
| Q2 2021 | $2,301,000 | +1.5% | 40,000 | 0.0% | 0.87% | -6.6% |
| Q1 2021 | $2,266,000 | – | 40,000 | – | 0.93% | – |
Download | ||||||
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% |