Realta Investment Advisors - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 114 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,5800.0%1060.0%0.00%0.0%
Q2 2023$3,580
-47.9%
106
-26.4%
0.00%
-50.0%
Q4 2022$6,872
-1.8%
144
+0.7%
0.00%0.0%
Q3 2022$7,000
-30.0%
143
-31.9%
0.00%
-33.3%
Q2 2019$10,000
+11.1%
210
+0.5%
0.00%
-25.0%
Q1 2019$9,0002090.00%
Other shareholders
ISHARES TR shareholders Q2 2019
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