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 | $111,773 | -3.9% | 3,327 | -3.2% | 0.00% | – |
| Q2 2023 | $116,295 | -28.1% | 3,436 | -24.0% | 0.00% | – |
| Q1 2023 | $161,778 | +16.1% | 4,520 | +54.5% | 0.00% | – |
| Q4 2022 | $139,348 | -38.1% | 2,925 | -37.8% | 0.00% | – |
| Q3 2022 | $225,000 | +11.4% | 4,703 | +15.0% | 0.00% | – |
| Q2 2022 | $202,000 | -26.5% | 4,089 | -12.2% | 0.00% | – |
| Q1 2022 | $275,000 | -6.5% | 4,657 | -2.0% | 0.00% | – |
| Q4 2021 | $294,000 | +2.4% | 4,750 | +0.3% | 0.00% | – |
| Q3 2021 | $287,000 | +49.5% | 4,734 | +42.1% | 0.00% | – |
| Q2 2021 | $192,000 | +9.7% | 3,332 | +7.6% | 0.00% | – |
| Q1 2021 | $175,000 | -13.8% | 3,098 | -30.9% | 0.00% | – |
| Q4 2020 | $203,000 | +8.6% | 4,482 | -21.6% | 0.00% | – |
| Q3 2020 | $187,000 | -6.5% | 5,716 | -3.2% | 0.00% | – |
| Q2 2020 | $200,000 | +14.3% | 5,903 | -2.5% | 0.00% | – |
| Q1 2020 | $175,000 | -37.9% | 6,057 | +9.4% | 0.00% | – |
| Q4 2019 | $282,000 | +6.8% | 5,536 | -2.3% | 0.00% | – |
| Q3 2019 | $264,000 | -7.4% | 5,667 | -8.6% | 0.00% | – |
| Q2 2019 | $285,000 | +5.9% | 6,199 | +0.3% | 0.00% | – |
| Q1 2019 | $269,000 | -11.8% | 6,182 | -19.2% | 0.00% | – |
| Q4 2018 | $305,000 | -28.9% | 7,651 | -12.4% | 0.00% | – |
| Q3 2018 | $429,000 | +15.3% | 8,731 | +15.4% | 0.00% | – |
| Q2 2018 | $372,000 | +31.0% | 7,566 | +34.1% | 0.00% | – |
| Q1 2018 | $284,000 | -8.1% | 5,641 | -10.1% | 0.00% | – |
| Q4 2017 | $309,000 | -1.0% | 6,277 | -5.2% | 0.00% | – |
| Q3 2017 | $312,000 | +28.9% | 6,618 | +23.7% | 0.00% | – |
| Q2 2017 | $242,000 | +4.8% | 5,351 | +3.6% | 0.00% | – |
| Q1 2017 | $231,000 | +46.2% | 5,166 | +47.6% | 0.00% | – |
| Q4 2016 | $158,000 | +113.5% | 3,499 | +66.6% | 0.00% | – |
| Q3 2016 | $74,000 | +51.0% | 2,100 | +40.0% | 0.00% | – |
| Q2 2016 | $49,000 | -10.9% | 1,500 | -12.8% | 0.00% | – |
| Q1 2016 | $55,000 | -22.5% | 1,720 | -14.9% | 0.00% | – |
| Q4 2015 | $71,000 | -14.5% | 2,020 | -18.4% | 0.00% | – |
| Q3 2015 | $83,000 | -51.2% | 2,475 | -46.9% | 0.00% | – |
| Q2 2015 | $170,000 | +44.1% | 4,661 | +37.7% | 0.00% | – |
| Q1 2015 | $118,000 | +187.8% | 3,385 | +191.8% | 0.00% | – |
| Q4 2014 | $41,000 | +7.9% | 1,160 | 0.0% | 0.00% | – |
| Q3 2014 | $38,000 | -5.0% | 1,160 | 0.0% | 0.00% | – |
| Q2 2014 | $40,000 | +60.0% | 1,160 | +63.4% | 0.00% | – |
| Q1 2014 | $25,000 | +8.7% | 710 | 0.0% | 0.00% | – |
| Q4 2013 | $23,000 | +91.7% | 710 | +77.5% | 0.00% | – |
| Q3 2013 | $12,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q2 2013 | $12,000 | – | 400 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barry Investment Advisors, LLC | 274,074 | $9,809,108 | 3.21% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 56,199 | $2,011,346 | 1.85% |
| Adams Wealth Management | 96,741 | $3,462,360 | 1.12% |
| Bell Bank | 222,881 | $7,976,911 | 0.84% |
| Aft, Forsyth & Sober, LLC | 40,000 | $1,431,600 | 0.72% |
| MARTIN & CO INC /TN/ | 70,338 | $2,517,406 | 0.65% |
| Endurance Wealth Management, Inc. | 111,031 | $3,974 | 0.56% |
| AUGUSTINE ASSET MANAGEMENT INC | 20,000 | $715,800 | 0.35% |
| Wealth Management Partners, LLC | 11,212 | $401,277 | 0.28% |
| Family Firm, Inc. | 25,907 | $927,204 | 0.26% |