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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48 | -2.0% | 1,440 | 0.0% | 0.02% | +7.1% |
| Q2 2023 | $49 | -5.8% | 1,440 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $52 | -24.6% | 1,440 | 0.0% | 0.02% | -28.6% |
| Q4 2022 | $69 | -99.9% | 1,440 | 0.0% | 0.02% | -8.7% |
| Q3 2022 | $69,000 | -2.8% | 1,440 | 0.0% | 0.02% | +9.5% |
| Q2 2022 | $71,000 | -16.5% | 1,440 | 0.0% | 0.02% | -4.5% |
| Q1 2022 | $85,000 | +174.2% | 1,440 | +188.0% | 0.02% | +175.0% |
| Q4 2021 | $31,000 | +3.3% | 500 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $30,000 | +3.4% | 500 | 0.0% | 0.01% | +12.5% |
| Q2 2021 | $29,000 | +3.6% | 500 | 0.0% | 0.01% | -20.0% |
| Q1 2021 | $28,000 | +21.7% | 500 | 0.0% | 0.01% | +11.1% |
| Q4 2020 | $23,000 | +43.8% | 500 | 0.0% | 0.01% | +28.6% |
| Q3 2020 | $16,000 | -5.9% | 500 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $17,000 | +21.4% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $14,000 | – | 500 | – | 0.01% | – |
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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% |