ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 152 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,070 | -15.9% | 6,418 | -12.6% | 0.00% | – |
| Q2 2023 | $248,514 | -9.2% | 7,345 | -4.0% | 0.00% | -100.0% |
| Q1 2023 | $273,803 | +1163.5% | 7,655 | +1582.4% | 0.00% | – |
| Q4 2022 | $21,671 | -79.9% | 455 | -79.5% | 0.00% | -100.0% |
| Q3 2022 | $108,000 | 0.0% | 2,215 | +2.4% | 0.00% | – |
| Q2 2022 | $108,000 | -12.2% | 2,163 | +1.4% | 0.00% | – |
| Q1 2022 | $123,000 | +623.5% | 2,134 | +662.1% | 0.00% | – |
| Q4 2021 | $17,000 | – | 280 | – | 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% |