OSAIC HOLDINGS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 152 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.

Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of ISHARES TR
ValueSharesWeighting
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$732,00025,2820.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 291,559$9,942,4093.58%
Richard C. Young & CO., LTD. 707,507$23,772,2233.38%
Luken Investment Analytics, LLC 134,081$4,505,1222.61%
Dentgroup LLC 52,879$1,776,7451.31%
Bell Bank 274,316$9,217,0181.01%
Abundance Wealth Counselors 86,419$2,9040.83%
MARTIN & CO INC /TN/ 67,494$2,267,8070.60%
Aft, Forsyth & Sober, LLC 40,000$1,344,0000.57%
MidWestOne Financial Group, Inc. 45,665$1,534,3440.35%
AUGUSTINE ASSET MANAGEMENT INC 20,000$672,0000.31%
View complete list of ISHARES TR shareholders