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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $768,825 | -1.7% | 22,835 | -1.2% | 0.01% | 0.0% |
| Q2 2023 | $782,422 | -26.4% | 23,114 | -22.1% | 0.01% | -31.2% |
| Q1 2023 | $1,062,381 | -7.5% | 29,684 | +23.1% | 0.02% | -11.1% |
| Q4 2022 | $1,148,441 | +32.8% | 24,106 | +33.1% | 0.02% | +20.0% |
| Q3 2022 | $864,768 | +1.1% | 18,116 | +4.5% | 0.02% | -6.2% |
| Q2 2022 | $855,000 | -63.7% | 17,337 | -56.6% | 0.02% | -59.0% |
| Q1 2022 | $2,355,000 | – | 39,954 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barry Investment Advisors, LLC | 291,559 | $9,942,409 | 3.58% |
| Richard C. Young & CO., LTD. | 707,507 | $23,772,223 | 3.38% |
| Luken Investment Analytics, LLC | 134,081 | $4,505,122 | 2.61% |
| Dentgroup LLC | 52,879 | $1,776,745 | 1.31% |
| Bell Bank | 274,316 | $9,217,018 | 1.01% |
| Abundance Wealth Counselors | 86,419 | $2,904 | 0.83% |
| MARTIN & CO INC /TN/ | 67,494 | $2,267,807 | 0.60% |
| Aft, Forsyth & Sober, LLC | 40,000 | $1,344,000 | 0.57% |
| MidWestOne Financial Group, Inc. | 45,665 | $1,534,344 | 0.35% |
| AUGUSTINE ASSET MANAGEMENT INC | 20,000 | $672,000 | 0.31% |