ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 153 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,153,459 | -3.2% | 391,472 | -2.4% | 0.02% | -4.5% |
| Q2 2023 | $13,582,482 | +10.2% | 401,255 | +16.5% | 0.02% | +4.8% |
| Q1 2023 | $12,330,191 | +6.9% | 344,515 | +42.3% | 0.02% | +5.0% |
| Q4 2022 | $11,532,358 | +11.3% | 242,073 | +11.5% | 0.02% | -4.8% |
| Q3 2022 | $10,363,000 | -4.1% | 217,029 | -1.1% | 0.02% | 0.0% |
| Q2 2022 | $10,809,000 | -17.4% | 219,357 | -1.3% | 0.02% | -4.5% |
| Q1 2022 | $13,092,000 | +22.8% | 222,177 | +28.7% | 0.02% | +29.4% |
| Q4 2021 | $10,659,000 | +3.1% | 172,603 | +1.1% | 0.02% | -10.5% |
| Q3 2021 | $10,339,000 | +6.6% | 170,721 | +1.3% | 0.02% | +5.6% |
| Q2 2021 | $9,697,000 | +1.3% | 168,554 | -0.2% | 0.02% | -5.3% |
| Q1 2021 | $9,573,000 | +30.1% | 168,930 | +4.1% | 0.02% | +18.8% |
| Q4 2020 | $7,359,000 | +48.7% | 162,309 | +7.4% | 0.02% | +33.3% |
| Q3 2020 | $4,948,000 | -10.3% | 151,127 | -7.4% | 0.01% | -14.3% |
| Q2 2020 | $5,518,000 | +413.3% | 163,187 | +338.8% | 0.01% | +366.7% |
| Q1 2020 | $1,075,000 | -33.7% | 37,190 | +16.8% | 0.00% | -25.0% |
| Q4 2019 | $1,622,000 | +9.4% | 31,832 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,482,000 | -9.0% | 31,832 | -10.2% | 0.00% | -20.0% |
| Q2 2019 | $1,628,000 | -15.4% | 35,459 | -19.9% | 0.01% | -16.7% |
| Q1 2019 | $1,924,000 | +10.0% | 44,265 | +0.9% | 0.01% | 0.0% |
| Q4 2018 | $1,749,000 | -42.9% | 43,882 | -29.8% | 0.01% | -33.3% |
| Q3 2018 | $3,062,000 | -4.0% | 62,482 | -3.7% | 0.01% | -10.0% |
| Q2 2018 | $3,191,000 | -6.1% | 64,910 | -3.8% | 0.01% | 0.0% |
| Q1 2018 | $3,397,000 | +34.0% | 67,439 | +31.1% | 0.01% | +25.0% |
| Q4 2017 | $2,535,000 | +3.0% | 51,426 | -1.4% | 0.01% | 0.0% |
| Q3 2017 | $2,462,000 | +3.4% | 52,151 | -0.3% | 0.01% | 0.0% |
| Q2 2017 | $2,381,000 | -20.1% | 52,295 | -21.4% | 0.01% | -20.0% |
| Q1 2017 | $2,980,000 | +87.7% | 66,522 | +90.0% | 0.01% | +66.7% |
| Q4 2016 | $1,588,000 | +247.5% | 35,010 | +169.3% | 0.01% | +200.0% |
| Q3 2016 | $457,000 | +85.8% | 13,002 | +71.8% | 0.00% | +100.0% |
| Q2 2016 | $246,000 | +2.9% | 7,569 | +0.7% | 0.00% | 0.0% |
| Q1 2016 | $239,000 | +35.0% | 7,517 | +47.8% | 0.00% | 0.0% |
| Q4 2015 | $177,000 | -16.5% | 5,086 | -18.7% | 0.00% | 0.0% |
| Q3 2015 | $212,000 | +443.6% | 6,255 | +482.9% | 0.00% | – |
| Q2 2015 | $39,000 | +2.6% | 1,073 | 0.0% | 0.00% | – |
| Q1 2015 | $38,000 | -73.8% | 1,073 | -74.1% | 0.00% | -100.0% |
| Q4 2014 | $145,000 | +16.9% | 4,137 | +9.9% | 0.00% | 0.0% |
| Q3 2014 | $124,000 | -8.1% | 3,766 | -3.7% | 0.00% | 0.0% |
| Q2 2014 | $135,000 | -2.9% | 3,910 | -1.8% | 0.00% | 0.0% |
| Q1 2014 | $139,000 | +6.9% | 3,981 | +1.7% | 0.00% | 0.0% |
| Q4 2013 | $130,000 | -39.5% | 3,915 | -45.7% | 0.00% | 0.0% |
| Q3 2013 | $215,000 | +1.4% | 7,205 | -0.7% | 0.00% | 0.0% |
| Q2 2013 | $212,000 | – | 7,258 | – | 0.00% | – |
Download | ||||||
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% |