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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $238 | -100.0% | 5 | -100.0% | 0.00% | -100.0% |
| Q1 2022 | $10,074,000 | -7.9% | 170,987 | -3.4% | 3.22% | -3.2% |
| Q4 2021 | $10,937,000 | +4.5% | 177,095 | +2.5% | 3.33% | -5.5% |
| Q3 2021 | $10,463,000 | +5.5% | 172,777 | +0.2% | 3.52% | +1.3% |
| Q2 2021 | $9,918,000 | +5.6% | 172,410 | +4.1% | 3.48% | -0.9% |
| Q1 2021 | $9,389,000 | +61.4% | 165,686 | +38.9% | 3.51% | -8.6% |
| Q3 2018 | $5,816,000 | +9.9% | 119,254 | +11.7% | 3.84% | +1.8% |
| Q2 2018 | $5,294,000 | +2.6% | 106,744 | +4.2% | 3.77% | -6.2% |
| Q1 2018 | $5,161,000 | +3.3% | 102,479 | +1.0% | 4.02% | +3.0% |
| Q4 2017 | $4,998,000 | +40.1% | 101,420 | +34.2% | 3.90% | +31.9% |
| Q3 2017 | $3,568,000 | +9.4% | 75,598 | +5.5% | 2.96% | +4.5% |
| Q2 2017 | $3,262,000 | +6.6% | 71,625 | +4.8% | 2.83% | +2.7% |
| Q1 2017 | $3,060,000 | -0.0% | 68,316 | +1.3% | 2.76% | -3.8% |
| Q4 2016 | $3,061,000 | – | 67,463 | – | 2.86% | – |
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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% |