Rockefeller Capital Management L.P. - ISHARES TR ownership

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
Rockefeller Capital Management L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$449,306
-3.1%
13,372
-2.4%
0.00%0.0%
Q2 2023$463,845
+85322.7%
13,702
-9.8%
0.00%0.0%
Q1 2023$543
-1.1%
15,188
+31.6%
0.00%
-33.3%
Q4 2022$549
-99.9%
11,538
-4.1%
0.00%0.0%
Q3 2022$574,000
-8.9%
12,026
-5.9%
0.00%0.0%
Q2 2022$630,000
-59.2%
12,785
-51.3%
0.00%
-57.1%
Q1 2022$1,546,000
-79.3%
26,240
-78.3%
0.01%
-80.0%
Q4 2021$7,465,000
+16.0%
120,875
+13.8%
0.04%
+2.9%
Q3 2021$6,433,000
+9.8%
106,240
+4.4%
0.03%
+3.0%
Q2 2021$5,857,000
+609.1%
101,811
+598.1%
0.03%
+450.0%
Q1 2021$826,000
+315.1%
14,584
+231.4%
0.01%
+200.0%
Q4 2020$199,000
+3216.7%
4,401
+2204.2%
0.00%
Q3 2020$6,000
-94.5%
191
-94.9%
0.00%
-100.0%
Q1 2020$109,000
-98.7%
3,779
-97.7%
0.00%
-99.0%
Q4 2019$8,303,000
-14.8%
162,901
-22.2%
0.10%
-21.2%
Q3 2019$9,747,000
+51.4%
209,336
+49.3%
0.13%
+46.7%
Q2 2019$6,438,000
+20.5%
140,256
+14.1%
0.09%
+18.4%
Q1 2019$5,342,000
-73.3%
122,934
-75.6%
0.08%
-78.3%
Q4 2018$20,042,000503,0530.35%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 172,777$10,463,0003.52%
SPC Financial, Inc. 322,439$19,527,0002.42%
Cadent Capital Advisors, LLC 72,570$4,395,0001.96%
MARTIN & CO INC /TN/ 71,484$4,329,0001.02%
Aft, Forsyth & Sober, LLC 40,000$2,422,0000.91%
Spectrum Management Group, LLC 56,013$3,392,0000.53%
Teamwork Financial Advisors, LLC 32,869$1,991,0000.39%
Well Done, LLC 28,160$1,705,0000.38%
Genesee Capital Advisors, LLC 12,021$728,0000.36%
Family Firm, Inc. 19,020$1,245,0000.33%
View complete list of ISHARES TR shareholders