ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 153 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281,772 | -0.3% | 2,663 | +0.8% | 0.05% | 0.0% |
| Q2 2023 | $282,717 | -9.0% | 2,643 | -8.0% | 0.05% | -16.7% |
| Q1 2023 | $310,818 | +5.9% | 2,872 | +4.2% | 0.06% | -3.2% |
| Q4 2022 | $293,416 | +2.6% | 2,757 | +2.8% | 0.06% | -8.8% |
| Q3 2022 | $286,000 | -9.5% | 2,682 | -6.6% | 0.07% | -9.3% |
| Q2 2022 | $316,000 | -44.4% | 2,870 | -43.2% | 0.08% | -34.2% |
| Q1 2022 | $568,000 | -5.0% | 5,056 | -1.0% | 0.11% | -5.0% |
| Q4 2021 | $598,000 | +7.6% | 5,106 | +8.9% | 0.12% | -30.2% |
| Q3 2021 | $556,000 | -0.2% | 4,689 | -0.4% | 0.17% | +4.9% |
| Q2 2021 | $557,000 | +53.0% | 4,708 | +52.1% | 0.16% | +23.3% |
| Q1 2021 | $364,000 | +59.6% | 3,095 | +62.6% | 0.13% | +49.4% |
| Q4 2020 | $228,000 | – | 1,904 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PERSONAL FINANCIAL CONSULTANTS INC /ADV | 22,184 | $2,487,000 | 2.10% |
| UBP Investment Advisors SA | 15,574 | $1,746,000 | 1.85% |
| Aveo Capital Partners, LLC | 24,100 | $2,702,000 | 1.35% |
| WBI INVESTMENTS, LLC | 97,311 | $10,912,000 | 1.23% |
| RKL Wealth Management LLC | 43,908 | $4,923,000 | 1.14% |
| Beaumont Financial Partners, LLC | 31,350 | $3,515,000 | 0.57% |
| Strategic Wealth Partners, Ltd. | 9,561 | $1,088,000 | 0.55% |
| Karp Capital Management Corp | 9,675 | $1,085,000 | 0.52% |
| WealthShield Partners, LLC | 6,541 | $733,000 | 0.50% |
| ASSETMARK, INC | 442,993 | $49,673,000 | 0.48% |