ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 129 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,023 | -15.4% | 507 | -14.6% | 0.01% | -12.5% |
| Q2 2023 | $20,121 | -34.7% | 594 | -30.9% | 0.01% | -46.7% |
| Q1 2023 | $30,794 | -69.3% | 860 | -59.2% | 0.02% | -67.4% |
| Q4 2022 | $100,395 | -0.6% | 2,107 | -0.4% | 0.05% | -9.8% |
| Q3 2022 | $101,000 | -3.8% | 2,116 | -0.6% | 0.05% | -3.8% |
| Q2 2022 | $105,000 | -25.5% | 2,129 | -11.1% | 0.05% | -15.9% |
| Q1 2022 | $141,000 | +20.5% | 2,394 | +26.2% | 0.06% | +34.0% |
| Q4 2021 | $117,000 | +23.2% | 1,897 | +20.7% | 0.05% | +6.8% |
| Q3 2021 | $95,000 | +35.7% | 1,572 | +28.6% | 0.04% | +37.5% |
| Q2 2021 | $70,000 | -4.1% | 1,222 | +0.2% | 0.03% | -11.1% |
| Q1 2021 | $73,000 | – | 1,220 | – | 0.04% | – |
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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% |