Beaird Harris Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 139 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Beaird Harris Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,497
-0.7%
1930.0%0.00%0.0%
Q2 2023$6,545
-4.6%
193
+0.5%
0.00%0.0%
Q1 2023$6,859
+103.5%
192
+170.4%
0.00%0.0%
Q4 2022$3,370
+12.3%
71
+1.4%
0.00%0.0%
Q3 2022$3,000
-25.0%
70
+1.4%
0.00%0.0%
Q1 2022$4,0000.0%690.0%0.00%0.0%
Q4 2021$4,000690.00%
Other shareholders
ISHARES TR shareholders Q2 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