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 | $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 ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 172,777 | $10,463,000 | 3.52% |
| SPC Financial, Inc. | 322,439 | $19,527,000 | 2.42% |
| Cadent Capital Advisors, LLC | 72,570 | $4,395,000 | 1.96% |
| MARTIN & CO INC /TN/ | 71,484 | $4,329,000 | 1.02% |
| Aft, Forsyth & Sober, LLC | 40,000 | $2,422,000 | 0.91% |
| Spectrum Management Group, LLC | 56,013 | $3,392,000 | 0.53% |
| Teamwork Financial Advisors, LLC | 32,869 | $1,991,000 | 0.39% |
| Well Done, LLC | 28,160 | $1,705,000 | 0.38% |
| Genesee Capital Advisors, LLC | 12,021 | $728,000 | 0.36% |
| Family Firm, Inc. | 19,020 | $1,245,000 | 0.33% |