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 2018 | $73,000 | -18.0% | 1,841 | +1.5% | 0.04% | -12.0% |
| Q3 2018 | $89,000 | 0.0% | 1,814 | +0.4% | 0.05% | -2.0% |
| Q2 2018 | $89,000 | -2.2% | 1,806 | 0.0% | 0.05% | +2.0% |
| Q1 2018 | $91,000 | +2.2% | 1,806 | +0.3% | 0.05% | -9.1% |
| Q4 2017 | $89,000 | +36.9% | 1,801 | +31.7% | 0.06% | +22.2% |
| Q3 2017 | $65,000 | – | 1,368 | – | 0.04% | – |
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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% |