Formidable Asset Management, LLC - 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
Formidable Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$205,000
-9.3%
3,4750.0%0.04%
-9.3%
Q4 2021$226,000
+7.6%
3,4750.0%0.04%
+10.3%
Q3 2021$210,000
+4.5%
3,475
-57.3%
0.04%
-50.6%
Q1 2019$201,000
+2771.4%
8,130
+3513.3%
0.08%
+1480.0%
Q1 2016$7,0000.0%2250.0%0.01%0.0%
Q4 2015$7,0000.0%2250.0%0.01%0.0%
Q3 2015$7,000
-12.5%
2250.0%0.01%0.0%
Q2 2015$8,0000.0%2250.0%0.01%0.0%
Q1 2015$8,0000.0%2250.0%0.01%0.0%
Q4 2014$8,0000.0%2250.0%0.01%0.0%
Q3 2014$8,0000.0%2250.0%0.01%0.0%
Q2 2014$8,000
+14.3%
2250.0%0.01%0.0%
Q1 2014$7,0000.0%2250.0%0.01%0.0%
Q4 2013$7,0000.0%2250.0%0.01%
-16.7%
Q3 2013$7,0002250.01%
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