WEALTH EFFECTS LLC - ISHARES TR ownership

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
WEALTH EFFECTS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$201,214
-0.4%
4,224
+0.1%
0.12%
-7.3%
Q3 2022$202,000
-11.4%
4,221
-8.6%
0.12%
-9.5%
Q2 2022$228,000
-16.2%
4,620
+0.0%
0.14%
+7.9%
Q1 2022$272,000
-4.6%
4,618
+0.0%
0.13%
+7.6%
Q4 2021$285,0004,6170.12%
Other shareholders
ISHARES TR shareholders Q3 2023
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