LeJeune Puetz Investment Counsel LLC - ISHARES TR ownership

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
LeJeune Puetz Investment Counsel LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$112,000
+1.8%
1,8200.0%0.04%
-5.0%
Q3 2021$110,000
+4.8%
1,8200.0%0.04%
+2.6%
Q2 2021$105,000
+1.9%
1,8200.0%0.04%
-2.5%
Q1 2021$103,000
-40.1%
1,820
-69.4%
0.04%
-60.4%
Q1 2020$172,000
-43.2%
5,9500.0%0.10%
-28.9%
Q4 2019$303,000
+9.4%
5,9500.0%0.14%
+0.7%
Q3 2019$277,000
-10.6%
5,950
-11.9%
0.14%
-11.9%
Q2 2019$310,000
+11.5%
6,750
+5.5%
0.16%
+6.0%
Q1 2019$278,000
+9.0%
6,4000.0%0.15%
-5.0%
Q4 2018$255,000
-18.8%
6,4000.0%0.16%
-12.2%
Q3 2018$314,000
-0.3%
6,4000.0%0.18%
-7.2%
Q2 2018$315,000
-2.2%
6,4000.0%0.20%
-1.5%
Q1 2018$322,000
+2.2%
6,4000.0%0.20%
+2.6%
Q4 2017$315,000
+4.3%
6,4000.0%0.19%
-0.5%
Q3 2017$302,000
+3.4%
6,4000.0%0.19%
-2.0%
Q2 2017$292,000
+1.7%
6,4000.0%0.20%
-3.9%
Q1 2017$287,000
-9.7%
6,400
-8.6%
0.21%
-15.6%
Q4 2016$318,0007,0000.24%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 274,074$9,809,1083.21%
COTTONWOOD CAPITAL ADVISORS, LLC 56,199$2,011,3461.85%
Adams Wealth Management 96,741$3,462,3601.12%
Bell Bank 222,881$7,976,9110.84%
Aft, Forsyth & Sober, LLC 40,000$1,431,6000.72%
MARTIN & CO INC /TN/ 70,338$2,517,4060.65%
Endurance Wealth Management, Inc. 111,031$3,9740.56%
AUGUSTINE ASSET MANAGEMENT INC 20,000$715,8000.35%
Wealth Management Partners, LLC 11,212$401,2770.28%
Family Firm, Inc. 25,907$927,2040.26%
View complete list of ISHARES TR shareholders