Family Firm, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 165 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.

Quarter-by-quarter ownership
Family Firm, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$930,950
-12.8%
27,707
-12.1%
0.26%
-7.4%
Q2 2023$1,067,574
+15.1%
31,538
+21.7%
0.28%
+9.7%
Q1 2023$927,204
+5.3%
25,907
+40.1%
0.26%0.0%
Q4 2022$880,723
+1.7%
18,487
+1.9%
0.26%
-7.2%
Q3 2022$866,000
-10.5%
18,140
-7.7%
0.28%
-2.8%
Q2 2022$968,000
-14.6%
19,643
+2.2%
0.28%
-4.0%
Q1 2022$1,133,000
-4.2%
19,229
+0.4%
0.30%
-2.9%
Q4 2021$1,183,000
-5.0%
19,149
+0.7%
0.31%
-6.4%
Q3 2021$1,245,000
+10.2%
19,020
-3.2%
0.33%
+6.2%
Q2 2021$1,130,000
-1.0%
19,643
-2.4%
0.31%
-6.4%
Q1 2021$1,141,000
+13.6%
20,136
+0.0%
0.33%
+10.0%
Q4 2020$1,004,000
+80.9%
20,131
+18.7%
0.30%
+50.3%
Q3 2020$555,000
+0.5%
16,965
+3.9%
0.20%
-3.9%
Q2 2020$552,000
+60.9%
16,328
+37.6%
0.21%
+41.8%
Q1 2020$343,000
-11.4%
11,867
+56.2%
0.15%
+11.5%
Q4 2019$387,000
+11.2%
7,596
+1.6%
0.13%
+5.6%
Q3 2019$348,000
+9.8%
7,479
+8.1%
0.12%
+10.7%
Q2 2019$317,0000.0%6,916
-5.3%
0.11%
-2.6%
Q1 2019$317,000
+40.9%
7,303
+29.1%
0.12%
+27.8%
Q4 2018$225,0005,6570.09%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 291,559$9,942,4093.58%
Richard C. Young & CO., LTD. 707,507$23,772,2233.38%
Luken Investment Analytics, LLC 134,081$4,505,1222.61%
Dentgroup LLC 52,879$1,776,7451.31%
Bell Bank 274,316$9,217,0181.01%
Abundance Wealth Counselors 86,419$2,9040.83%
MARTIN & CO INC /TN/ 67,494$2,267,8070.60%
Aft, Forsyth & Sober, LLC 40,000$1,344,0000.57%
MidWestOne Financial Group, Inc. 45,665$1,534,3440.35%
AUGUSTINE ASSET MANAGEMENT INC 20,000$672,0000.31%
View complete list of ISHARES TR shareholders