BTR CAPITAL MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 132 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BTR CAPITAL MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,751,000
-3.1%
36,6740.0%0.27%
+5.4%
Q2 2022$1,807,000
-17.6%
36,674
-1.5%
0.26%
-4.1%
Q1 2022$2,193,000
-8.0%
37,224
-3.6%
0.27%
+0.4%
Q4 2021$2,384,000
-1.0%
38,607
-2.9%
0.27%
-10.0%
Q3 2021$2,408,000
+3.7%
39,769
-1.5%
0.30%
+3.1%
Q2 2021$2,322,000
+0.6%
40,369
-0.9%
0.29%
-13.7%
Q1 2021$2,308,000
+24.2%
40,719
-0.7%
0.34%
+15.9%
Q4 2020$1,859,000
+25.6%
40,994
-9.3%
0.29%
+10.7%
Q3 2020$1,480,000
-15.6%
45,204
-12.8%
0.26%
-20.4%
Q2 2020$1,753,000
-63.4%
51,834
-68.8%
0.33%
-69.0%
Q1 2020$4,795,000
-42.5%
165,871
+1.4%
1.06%
-26.1%
Q4 2019$8,335,000
+7.8%
163,521
-1.5%
1.44%
-1.2%
Q3 2019$7,729,000
+2.6%
165,996
+1.2%
1.45%
+3.5%
Q2 2019$7,532,000
+6.3%
164,101
+0.6%
1.40%
+3.1%
Q1 2019$7,085,000
+8.8%
163,061
-0.2%
1.36%
-0.7%
Q4 2018$6,510,000
-30.4%
163,396
-14.4%
1.37%
-15.7%
Q3 2018$9,353,000
-0.6%
190,831
-0.3%
1.63%
-10.3%
Q2 2018$9,413,000
+0.8%
191,481
+3.2%
1.81%
-2.9%
Q1 2018$9,342,000
+5.1%
185,476
+2.8%
1.87%
+7.4%
Q4 2017$8,891,000
+22.4%
180,373
+17.2%
1.74%
+17.4%
Q3 2017$7,266,000
+3.0%
153,905
-0.6%
1.48%
+2.3%
Q2 2017$7,056,000
+2.3%
154,896
+0.6%
1.45%
+0.3%
Q1 2017$6,898,000
+12.4%
153,973
-11.8%
1.44%
+4.8%
Q4 2016$6,139,0000.0%174,5390.0%1.38%0.0%
Q3 2016$6,139,000
+7.3%
174,539
-1.0%
1.38%
+4.9%
Q2 2016$5,721,000
+1.3%
176,369
-0.8%
1.31%0.0%
Q1 2016$5,649,000
-12.3%
177,719
-3.5%
1.31%
-10.3%
Q4 2015$6,441,000
+4.5%
184,229
+0.8%
1.46%
-0.7%
Q3 2015$6,162,000
-5.7%
182,679
+2.3%
1.48%
-4.1%
Q2 2015$6,536,000
+12.5%
178,544
+7.2%
1.54%
+9.2%
Q1 2015$5,809,000
-1.1%
166,600
-0.9%
1.41%
-12.2%
Q4 2014$5,876,000
+25.2%
168,120
+18.7%
1.60%
+23.8%
Q3 2014$4,692,000
-4.4%
141,575
-0.1%
1.30%
-3.9%
Q2 2014$4,910,000
+84.0%
141,675
+85.6%
1.35%
+73.1%
Q1 2014$2,669,000
-8.3%
76,320
-13.3%
0.78%
-6.3%
Q4 2013$2,911,000
+12.4%
88,060
+1.4%
0.83%
+2.1%
Q3 2013$2,590,000
+3.4%
86,860
+1.5%
0.81%
+4.4%
Q2 2013$2,504,00085,5650.78%
Other shareholders
ISHARES TR shareholders Q3 2022
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