CARRET ASSET MANAGEMENT, LLC - 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
CARRET ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,306,200
+25.2%
38,875
+26.2%
0.18%
+31.9%
Q2 2023$1,042,918
+7.9%
30,810
+14.1%
0.14%
+3.0%
Q1 2023$967,000
+71529.6%
27,005
-4.7%
0.13%
-28.3%
Q4 2022$1,350
-99.9%
28,330
-5.3%
0.19%
-12.2%
Q3 2022$1,429,000
-5.4%
29,930
-2.4%
0.21%
+1.4%
Q2 2022$1,511,000
-16.7%
30,655
-0.5%
0.21%
+1.0%
Q1 2022$1,815,000
-0.1%
30,805
+4.7%
0.21%
+3.5%
Q4 2021$1,817,000
+16.5%
29,420
+14.3%
0.20%
+8.1%
Q3 2021$1,559,000
+7.4%
25,750
+2.0%
0.19%
+9.4%
Q2 2021$1,452,000
+4.0%
25,235
+2.5%
0.17%
-1.7%
Q1 2021$1,396,000
+36.7%
24,630
+9.3%
0.17%
+26.3%
Q4 2020$1,021,00022,5250.14%
Other shareholders
ISHARES TR shareholders Q4 2020
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