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 | $519,451 | +205.4% | 14,732 | +201.4% | 0.00% | – |
| Q2 2023 | $170,102 | -36.2% | 4,888 | -12.5% | 0.00% | – |
| Q4 2022 | $266,684 | -8.4% | 5,585 | 0.0% | 0.00% | – |
| Q3 2022 | $291,000 | +2.5% | 5,585 | 0.0% | 0.00% | – |
| Q2 2022 | $284,000 | -16.5% | 5,585 | 0.0% | 0.00% | – |
| Q1 2022 | $340,000 | -10.5% | 5,585 | -8.1% | 0.00% | – |
| Q4 2021 | $380,000 | -62.8% | 6,075 | -63.2% | 0.00% | – |
| Q3 2021 | $1,021,000 | +161.1% | 16,493 | +143.0% | 0.00% | – |
| Q2 2021 | $391,000 | +225.8% | 6,788 | +223.7% | 0.00% | – |
| Q1 2021 | $120,000 | +500.0% | 2,097 | +424.2% | 0.00% | – |
| Q4 2020 | $20,000 | +42.9% | 400 | 0.0% | 0.00% | – |
| Q3 2020 | $14,000 | +16.7% | 400 | 0.0% | 0.00% | – |
| Q2 2020 | $12,000 | +9.1% | 400 | 0.0% | 0.00% | – |
| Q1 2020 | $11,000 | -94.6% | 400 | -90.1% | 0.00% | – |
| Q4 2019 | $205,000 | +7.3% | 4,025 | -2.1% | 0.00% | – |
| Q3 2019 | $191,000 | -3.5% | 4,110 | -4.6% | 0.00% | – |
| Q2 2019 | $198,000 | 0.0% | 4,306 | -5.3% | 0.00% | – |
| Q1 2019 | $198,000 | -75.4% | 4,549 | -77.5% | 0.00% | -100.0% |
| Q4 2018 | $804,000 | +237.8% | 20,189 | +315.8% | 0.00% | – |
| Q3 2018 | $238,000 | -7.8% | 4,855 | -7.3% | 0.00% | – |
| Q2 2018 | $258,000 | +7.5% | 5,237 | +9.8% | 0.00% | – |
| Q1 2018 | $240,000 | -0.8% | 4,770 | -2.9% | 0.00% | – |
| Q4 2017 | $242,000 | +31.5% | 4,910 | +25.7% | 0.00% | – |
| Q3 2017 | $184,000 | +8.2% | 3,905 | +4.4% | 0.00% | – |
| Q2 2017 | $170,000 | -31.2% | 3,740 | -32.0% | 0.00% | – |
| Q1 2017 | $247,000 | +54.4% | 5,502 | +47.8% | 0.00% | – |
| Q4 2016 | $160,000 | +48.1% | 3,723 | +21.5% | 0.00% | – |
| Q3 2016 | $108,000 | 0.0% | 3,065 | -8.6% | 0.00% | – |
| Q2 2016 | $108,000 | +25.6% | 3,355 | +24.5% | 0.00% | – |
| Q1 2016 | $86,000 | -19.6% | 2,695 | -11.7% | 0.00% | – |
| Q4 2015 | $107,000 | +37.2% | 3,051 | +31.8% | 0.00% | – |
| Q3 2015 | $78,000 | -22.8% | 2,315 | -16.1% | 0.00% | – |
| Q2 2015 | $101,000 | -23.5% | 2,760 | -27.1% | 0.00% | – |
| Q1 2015 | $132,000 | +266.7% | 3,788 | +268.5% | 0.00% | – |
| Q4 2014 | $36,000 | +5.9% | 1,028 | 0.0% | 0.00% | – |
| Q3 2014 | $34,000 | -35.8% | 1,028 | -32.7% | 0.00% | – |
| Q2 2014 | $53,000 | – | 1,528 | – | 0.00% | – |
Download | ||||||
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% |