ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 159 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,178,831 | +23.2% | 94,540 | +24.3% | 0.01% | 0.0% |
| Q2 2023 | $2,579,407 | +1.3% | 76,031 | +6.7% | 0.01% | 0.0% |
| Q1 2023 | $2,547,183 | -23.9% | 71,242 | +1.4% | 0.01% | -28.6% |
| Q4 2022 | $3,348,177 | +15.8% | 70,265 | +16.1% | 0.01% | 0.0% |
| Q3 2022 | $2,892,000 | -3.6% | 60,530 | -0.5% | 0.01% | 0.0% |
| Q2 2022 | $3,000,000 | -59.4% | 60,831 | -51.5% | 0.01% | -50.0% |
| Q1 2022 | $7,396,000 | +18.7% | 125,378 | +24.2% | 0.01% | +16.7% |
| Q4 2021 | $6,232,000 | +12.0% | 100,910 | +9.9% | 0.01% | 0.0% |
| Q3 2021 | $5,563,000 | +8.1% | 91,856 | +2.8% | 0.01% | +9.1% |
| Q2 2021 | $5,144,000 | +62.0% | 89,318 | +59.5% | 0.01% | +37.5% |
| Q1 2021 | $3,176,000 | +219.2% | 55,998 | +155.4% | 0.01% | +166.7% |
| Q4 2020 | $995,000 | +42.3% | 21,924 | +2.5% | 0.00% | +50.0% |
| Q3 2020 | $699,000 | -22.9% | 21,395 | -20.2% | 0.00% | -33.3% |
| Q2 2020 | $907,000 | +23.9% | 26,824 | +6.1% | 0.00% | 0.0% |
| Q1 2020 | $732,000 | – | 25,282 | – | 0.00% | – |
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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% |