ROPES WEALTH ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 137 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.

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 2022
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