ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 126 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 2.43 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,296,324 | +92.1% | 157,738 | +93.5% | 0.00% | +100.0% |
Q2 2023 | $2,756,911 | +34.9% | 81,513 | +42.4% | 0.00% | 0.0% |
Q1 2023 | $2,043,415 | -26.4% | 57,260 | -1.7% | 0.00% | 0.0% |
Q4 2022 | $2,775,000 | -32.0% | 58,262 | -31.8% | 0.00% | -50.0% |
Q3 2022 | $4,083,000 | -19.3% | 85,480 | -16.4% | 0.00% | 0.0% |
Q2 2022 | $5,059,000 | -52.4% | 102,292 | -43.2% | 0.00% | -33.3% |
Q1 2022 | $10,629,000 | +7.2% | 180,144 | +12.2% | 0.00% | 0.0% |
Q4 2021 | $9,917,000 | +2.5% | 160,585 | +0.5% | 0.00% | 0.0% |
Q3 2021 | $9,679,000 | +36.6% | 159,818 | +29.8% | 0.00% | +50.0% |
Q2 2021 | $7,086,000 | +18.3% | 123,172 | +16.5% | 0.00% | 0.0% |
Q1 2021 | $5,990,000 | +571.5% | 105,710 | +437.7% | 0.00% | – |
Q4 2020 | $892,000 | +163.9% | 19,659 | +90.6% | 0.00% | – |
Q3 2020 | $338,000 | -69.8% | 10,316 | -68.8% | 0.00% | – |
Q2 2020 | $1,118,000 | +132.0% | 33,058 | +99.8% | 0.00% | – |
Q1 2020 | $482,000 | -73.0% | 16,545 | -52.3% | 0.00% | -100.0% |
Q4 2019 | $1,788,000 | -10.4% | 34,678 | -18.3% | 0.00% | 0.0% |
Q3 2019 | $1,995,000 | -67.0% | 42,466 | -67.8% | 0.00% | -66.7% |
Q2 2019 | $6,045,000 | -31.6% | 131,692 | -35.3% | 0.00% | -25.0% |
Q1 2019 | $8,837,000 | -14.9% | 203,553 | -21.9% | 0.00% | -20.0% |
Q4 2018 | $10,380,000 | -22.2% | 260,526 | -4.2% | 0.01% | 0.0% |
Q3 2018 | $13,334,000 | +32.4% | 272,066 | +32.8% | 0.01% | +25.0% |
Q2 2018 | $10,069,000 | +36.2% | 204,830 | +39.1% | 0.00% | +33.3% |
Q1 2018 | $7,391,000 | +36.8% | 147,239 | +34.3% | 0.00% | +50.0% |
Q4 2017 | $5,403,000 | +40.8% | 109,618 | +34.9% | 0.00% | 0.0% |
Q3 2017 | $3,838,000 | -10.9% | 81,268 | -14.1% | 0.00% | 0.0% |
Q2 2017 | $4,307,000 | +16.4% | 94,556 | +14.5% | 0.00% | 0.0% |
Q1 2017 | $3,701,000 | +6.3% | 82,609 | +7.6% | 0.00% | 0.0% |
Q4 2016 | $3,483,000 | +37.9% | 76,758 | +6.9% | 0.00% | +100.0% |
Q3 2016 | $2,526,000 | +58.4% | 71,828 | +46.1% | 0.00% | 0.0% |
Q2 2016 | $1,595,000 | +33.2% | 49,170 | +30.2% | 0.00% | 0.0% |
Q1 2016 | $1,197,000 | -48.6% | 37,754 | -43.4% | 0.00% | 0.0% |
Q4 2015 | $2,330,000 | +1720.3% | 66,645 | +1621.2% | 0.00% | – |
Q3 2014 | $128,000 | +40.7% | 3,872 | +47.4% | 0.00% | – |
Q2 2014 | $91,000 | +1416.7% | 2,627 | +1492.1% | 0.00% | – |
Q1 2014 | $6,000 | +20.0% | 165 | 0.0% | 0.00% | – |
Q4 2013 | $5,000 | 0.0% | 165 | 0.0% | 0.00% | – |
Q3 2013 | $5,000 | – | 165 | – | 0.00% | – |
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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% |