Barry Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 153 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.1%.

Quarter-by-quarter ownership
Barry Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,942,409
+4.4%
291,559
+3.7%
3.58%
+11.3%
Q2 2023$9,520,711
-2.9%
281,262
+2.6%
3.22%
+0.0%
Q1 2023$9,809,108274,0743.21%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 69,483$3,318,0003.16%
MARTIN & CO INC /TN/ 69,648$3,326,0000.99%
Aft, Forsyth & Sober, LLC 40,000$1,910,0000.93%
Viewpoint Capital Management LLC 7,992$382,0000.38%
C2C Wealth Management, LLC 28,034$1,434,0000.28%
Family Firm, Inc. 18,140$866,0000.28%
BTR CAPITAL MANAGEMENT INC 36,674$1,751,0000.27%
Ballew Advisors, Inc 5,499$266,0000.24%
CARRET ASSET MANAGEMENT, LLC 29,930$1,429,0000.21%
Game Plan Financial Advisors, LLC 5,000$239,0000.20%
View complete list of ISHARES TR shareholders