ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 143 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $367,000 | +2.5% | 7,202 | -6.5% | 0.00% | 0.0% |
| Q3 2019 | $358,000 | -4.0% | 7,706 | -5.1% | 0.00% | 0.0% |
| Q2 2019 | $373,000 | -27.6% | 8,116 | -31.5% | 0.00% | -25.0% |
| Q1 2019 | $515,000 | +2.8% | 11,850 | -5.9% | 0.00% | -20.0% |
| Q4 2018 | $501,000 | -33.9% | 12,592 | -18.5% | 0.01% | -37.5% |
| Q3 2018 | $758,000 | +25.3% | 15,455 | +25.5% | 0.01% | 0.0% |
| Q2 2018 | $605,000 | +7.7% | 12,312 | +10.1% | 0.01% | 0.0% |
| Q1 2018 | $562,000 | +23.2% | 11,186 | +21.2% | 0.01% | +33.3% |
| Q4 2017 | $456,000 | +51.5% | 9,227 | +44.7% | 0.01% | +20.0% |
| Q3 2017 | $301,000 | +25.4% | 6,375 | +21.4% | 0.01% | +25.0% |
| Q2 2017 | $240,000 | -67.2% | 5,250 | -67.8% | 0.00% | -73.3% |
| Q1 2017 | $731,000 | +150.3% | 16,315 | +152.9% | 0.02% | +114.3% |
| Q4 2016 | $292,000 | +129.9% | 6,452 | +78.3% | 0.01% | +133.3% |
| Q3 2016 | $127,000 | +24.5% | 3,619 | +12.4% | 0.00% | 0.0% |
| Q2 2016 | $102,000 | – | 3,219 | – | 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% |