ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 107 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $59,001 | -5.4% | 1,743 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $62,382 | -24.9% | 1,743 | 0.0% | 0.01% | -33.3% |
| Q4 2022 | $83,037 | -27.8% | 1,743 | -25.4% | 0.01% | -40.0% |
| Q2 2022 | $115,000 | -16.7% | 2,338 | 0.0% | 0.02% | -11.8% |
| Q1 2022 | $138,000 | -4.2% | 2,338 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $144,000 | -6.5% | 2,338 | -7.9% | 0.02% | -19.0% |
| Q3 2021 | $154,000 | +5.5% | 2,538 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $146,000 | +1.4% | 2,538 | 0.0% | 0.02% | -8.7% |
| Q1 2021 | $144,000 | +25.2% | 2,538 | 0.0% | 0.02% | +9.5% |
| Q4 2020 | $115,000 | +38.6% | 2,538 | 0.0% | 0.02% | +16.7% |
| Q3 2020 | $83,000 | -3.5% | 2,538 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $86,000 | +17.8% | 2,538 | 0.0% | 0.02% | +58.3% |
| Q1 2020 | $73,000 | -56.5% | 2,538 | -23.4% | 0.01% | -40.0% |
| Q4 2019 | $168,000 | – | 3,313 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barry Investment Advisors, LLC | 274,074 | $9,809,108 | 3.21% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 56,199 | $2,011,346 | 1.85% |
| Adams Wealth Management | 96,741 | $3,462,360 | 1.12% |
| Bell Bank | 222,881 | $7,976,911 | 0.84% |
| Aft, Forsyth & Sober, LLC | 40,000 | $1,431,600 | 0.72% |
| MARTIN & CO INC /TN/ | 70,338 | $2,517,406 | 0.65% |
| Endurance Wealth Management, Inc. | 111,031 | $3,974 | 0.56% |
| AUGUSTINE ASSET MANAGEMENT INC | 20,000 | $715,800 | 0.35% |
| Wealth Management Partners, LLC | 11,212 | $401,277 | 0.28% |
| Family Firm, Inc. | 25,907 | $927,204 | 0.26% |