STIFEL FINANCIAL CORP - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 105 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
STIFEL FINANCIAL CORP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$417,761
-16.4%
12,432
-15.8%
0.00%0.0%
Q2 2023$499,808
+11.0%
14,764
+17.4%
0.00%0.0%
Q1 2023$450,266
-59.1%
12,580
-45.6%
0.00%
-50.0%
Q4 2022$1,102,053
+23.5%
23,132
+23.9%
0.00%
+100.0%
Q3 2022$892,000
+7.0%
18,671
+10.3%
0.00%0.0%
Q2 2022$834,000
-91.1%
16,925
-89.4%
0.00%
-92.3%
Q1 2022$9,389,000
-6.0%
159,352
-1.5%
0.01%0.0%
Q4 2021$9,989,000
+4.2%
161,746
+2.2%
0.01%
-7.1%
Q3 2021$9,589,000
+10.4%
158,330
+4.8%
0.01%
+7.7%
Q2 2021$8,689,000
+3.0%
151,019
+1.4%
0.01%
-7.1%
Q1 2021$8,438,000
+1817.7%
148,900
+1435.7%
0.01%
+1300.0%
Q4 2020$440,000
+111.5%
9,696
+52.7%
0.00%
Q3 2020$208,000
+1.5%
6,348
+4.9%
0.00%
Q2 2020$205,000
-83.9%
6,051
-75.7%
0.00%
-100.0%
Q4 2019$1,270,000
-11.3%
24,938
-19.0%
0.00%
-25.0%
Q3 2019$1,431,000
-20.9%
30,773
-21.9%
0.00%
-20.0%
Q2 2019$1,810,000
+9.1%
39,382
+3.3%
0.01%0.0%
Q1 2019$1,659,000
+2.3%
38,128
-6.0%
0.01%0.0%
Q4 2018$1,621,000
-71.2%
40,583
-64.6%
0.01%
-68.8%
Q3 2018$5,622,000
-8.5%
114,692
-8.2%
0.02%
-15.8%
Q2 2018$6,143,000
+3.1%
124,893
+5.5%
0.02%0.0%
Q1 2018$5,958,000
+31.7%
118,330
+28.7%
0.02%
+35.7%
Q4 2017$4,525,000
+14.4%
91,928
+9.5%
0.01%0.0%
Q3 2017$3,957,000
+23.2%
83,969
+19.2%
0.01%
+16.7%
Q2 2017$3,211,000
+16.6%
70,458
+14.5%
0.01%
+9.1%
Q1 2017$2,753,000
+3.4%
61,541
+5.1%
0.01%0.0%
Q4 2016$2,662,000
+299.1%
58,566
+211.2%
0.01%
+266.7%
Q3 2016$667,000
+2.3%
18,818
-6.3%
0.00%0.0%
Q2 2016$652,000
-8.4%
20,078
-10.4%
0.00%
-25.0%
Q1 2016$712,000
-21.1%
22,407
-13.1%
0.00%
-20.0%
Q4 2015$902,000
+16.1%
25,795
+11.9%
0.01%
+25.0%
Q3 2015$777,000
-50.8%
23,044
-46.6%
0.00%0.0%
Q2 2015$1,580,000
+94.6%
43,138
+85.3%
0.00%0.0%
Q1 2015$812,000
-1.9%
23,279
-1.8%
0.00%
-20.0%
Q4 2014$828,000
+3.4%
23,697
-1.9%
0.01%
-28.6%
Q3 2014$801,000
-6.1%
24,168
-1.8%
0.01%
-12.5%
Q2 2014$853,000
+1.3%
24,615
+2.3%
0.01%0.0%
Q1 2014$842,00024,0690.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 274,074$9,809,1083.21%
COTTONWOOD CAPITAL ADVISORS, LLC 56,199$2,011,3461.85%
Adams Wealth Management 96,741$3,462,3601.12%
Bell Bank 222,881$7,976,9110.84%
Aft, Forsyth & Sober, LLC 40,000$1,431,6000.72%
MARTIN & CO INC /TN/ 70,338$2,517,4060.65%
Endurance Wealth Management, Inc. 111,031$3,9740.56%
AUGUSTINE ASSET MANAGEMENT INC 20,000$715,8000.35%
Wealth Management Partners, LLC 11,212$401,2770.28%
Family Firm, Inc. 25,907$927,2040.26%
View complete list of ISHARES TR shareholders