FERGUSON WELLMAN CAPITAL MANAGEMENT, INC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 137 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.

Quarter-by-quarter ownership
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$235
-99.9%
4,925
+4.6%
0.01%
-33.3%
Q3 2022$225,000
-9.3%
4,710
-6.5%
0.01%0.0%
Q2 2022$248,000
-30.9%
5,040
-17.4%
0.01%
-18.2%
Q1 2022$359,000
-9.8%
6,100
-5.3%
0.01%
-8.3%
Q4 2021$398,000
+2.1%
6,4400.0%0.01%
-7.7%
Q3 2021$390,000
+1.6%
6,440
-3.6%
0.01%0.0%
Q2 2021$384,000
-3.8%
6,680
-5.1%
0.01%
-7.1%
Q1 2021$399,000
+9.3%
7,040
-12.4%
0.01%
+55.6%
Q4 2020$365,000
-11.6%
8,040
-36.2%
0.01%
-18.2%
Q3 2020$413,000
-29.4%
12,600
-27.2%
0.01%
-38.9%
Q2 2020$585,000
-12.8%
17,302
-25.5%
0.02%
-28.0%
Q1 2020$671,000
-61.3%
23,222
-31.7%
0.02%
-51.0%
Q4 2019$1,732,000
+8.5%
33,982
-0.9%
0.05%0.0%
Q3 2019$1,597,000
-4.9%
34,302
-6.2%
0.05%
-8.9%
Q2 2019$1,679,000
-30.5%
36,572
-34.3%
0.06%
-31.7%
Q1 2019$2,417,000
-27.8%
55,632
-33.8%
0.08%
-35.9%
Q4 2018$3,346,000
+1249.2%
83,982
+1019.8%
0.13%
+1063.6%
Q4 2013$248,000
+10.7%
7,5000.0%0.01%0.0%
Q3 2013$224,000
-7.1%
7,500
-9.1%
0.01%
-42.1%
Q2 2013$241,0008,2500.02%
Other shareholders
ISHARES TR shareholders Q4 2022
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