CARRET ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 129 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q1 2021
NameSharesValueWeighting ↓
New Century Advisors, LLC 146,400$5,357,0004.54%
Bank Pictet & Cie (Europe) AG 88,220$3,230,0003.20%
MARTIN & CO INC /TN/ 210,144$7,693,0002.52%
BTR CAPITAL MANAGEMENT INC 178,544$6,536,0001.54%
OLD SECOND NATIONAL BANK OF AURORA 81,349$2,978,0001.35%
North Star Investment Management Corp. 105,050$3,846,0000.71%
BANQUE PICTET & CIE SA 181,060$6,629,0000.53%
PINNACLE FINANCIAL PARTNERS INC 36,444$1,334,0000.42%
ALBION FINANCIAL GROUP /UT 65,168$2,386,0000.40%
TWO SIGMA SECURITIES, LLC 6,129$224,0000.37%
View complete list of ISHARES TR shareholders