Founders Financial Alliance, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 165 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of ISHARES TR
ValueSharesWeighting
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$73,0001,2200.04%
Other shareholders
ISHARES TR shareholders Q1 2022
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