ROPES WEALTH ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 105 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$274,000
-3.2%
5,7370.0%0.06%0.0%
Q2 2022$283,000
-16.3%
5,7370.0%0.06%0.0%
Q1 2022$338,000
-4.5%
5,7370.0%0.06%
-6.5%
Q4 2021$354,000
+156.5%
5,737
+89.0%
0.06%
+195.2%
Q4 2020$138,0003,0360.02%
Other shareholders
ISHARES TR shareholders Q4 2020
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