Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 105 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$28,000
+7.7%
462
+0.2%
0.00%
+33.3%
Q2 2021$26,000
+100.0%
461
+96.2%
0.00%
+50.0%
Q1 2021$13,000
-27.8%
235
-43.1%
0.00%
-50.0%
Q4 2020$18,000
-99.9%
413
+1.0%
0.00%
-42.9%
Q3 2020$14,638,000
-25.7%
409
-33.4%
0.01%
-36.4%
Q2 2020$19,706,0006140.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 291,559$9,942,4093.58%
Richard C. Young & CO., LTD. 707,507$23,772,2233.38%
Luken Investment Analytics, LLC 134,081$4,505,1222.61%
Dentgroup LLC 52,879$1,776,7451.31%
Bell Bank 274,316$9,217,0181.01%
Abundance Wealth Counselors 86,419$2,9040.83%
MARTIN & CO INC /TN/ 67,494$2,267,8070.60%
Aft, Forsyth & Sober, LLC 40,000$1,344,0000.57%
MidWestOne Financial Group, Inc. 45,665$1,534,3440.35%
AUGUSTINE ASSET MANAGEMENT INC 20,000$672,0000.31%
View complete list of ISHARES TR shareholders