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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,142 | +28.1% | 9,409 | +29.1% | 0.00% | +50.0% |
| Q2 2023 | $246,733 | +3.0% | 7,289 | +8.9% | 0.00% | 0.0% |
| Q1 2023 | $239,650 | -23.7% | 6,696 | +1.5% | 0.00% | -33.3% |
| Q4 2022 | $314,233 | -7.8% | 6,596 | -4.8% | 0.00% | -40.0% |
| Q2 2022 | $341,000 | -15.6% | 6,926 | +0.9% | 0.01% | -16.7% |
| Q1 2022 | $404,000 | +1.3% | 6,862 | +6.2% | 0.01% | 0.0% |
| Q4 2021 | $399,000 | +15.3% | 6,464 | +13.1% | 0.01% | 0.0% |
| Q3 2021 | $346,000 | +5.5% | 5,714 | +0.2% | 0.01% | +20.0% |
| Q2 2021 | $328,000 | +1.5% | 5,700 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $323,000 | +11.8% | 5,700 | -10.6% | 0.01% | 0.0% |
| Q4 2020 | $289,000 | – | 6,373 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barry Investment Advisors, LLC | 291,559 | $9,942,409 | 3.58% |
| Richard C. Young & CO., LTD. | 707,507 | $23,772,223 | 3.38% |
| Luken Investment Analytics, LLC | 134,081 | $4,505,122 | 2.61% |
| Dentgroup LLC | 52,879 | $1,776,745 | 1.31% |
| Bell Bank | 274,316 | $9,217,018 | 1.01% |
| Abundance Wealth Counselors | 86,419 | $2,904 | 0.83% |
| MARTIN & CO INC /TN/ | 67,494 | $2,267,807 | 0.60% |
| Aft, Forsyth & Sober, LLC | 40,000 | $1,344,000 | 0.57% |
| MidWestOne Financial Group, Inc. | 45,665 | $1,534,344 | 0.35% |
| AUGUSTINE ASSET MANAGEMENT INC | 20,000 | $672,000 | 0.31% |