ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 146 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $74,000 | +12.1% | 610 | +7.0% | 0.01% | +50.0% |
| Q4 2019 | $66,000 | 0.0% | 570 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $66,000 | 0.0% | 570 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $66,000 | +230.0% | 570 | +225.7% | 0.00% | +300.0% |
| Q1 2019 | $20,000 | -75.9% | 175 | -76.4% | 0.00% | -83.3% |
| Q4 2018 | $83,000 | +1.2% | 743 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $82,000 | -2.4% | 743 | -1.2% | 0.01% | 0.0% |
| Q2 2018 | $84,000 | 0.0% | 752 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $84,000 | +29.2% | 752 | +31.5% | 0.01% | +20.0% |
| Q4 2017 | $65,000 | 0.0% | 572 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $65,000 | -52.2% | 572 | -52.3% | 0.01% | -54.5% |
| Q2 2017 | $136,000 | -9.3% | 1,199 | -9.9% | 0.01% | -15.4% |
| Q1 2017 | $150,000 | 0.0% | 1,331 | 0.0% | 0.01% | -7.1% |
| Q4 2016 | $150,000 | -29.2% | 1,331 | -27.3% | 0.01% | -36.4% |
| Q3 2016 | $212,000 | -19.4% | 1,832 | -19.2% | 0.02% | -24.1% |
| Q2 2016 | $263,000 | -10.5% | 2,268 | -11.4% | 0.03% | -14.7% |
| Q1 2016 | $294,000 | +0.3% | 2,559 | -1.2% | 0.03% | -8.1% |
| Q4 2015 | $293,000 | -9.3% | 2,589 | -8.6% | 0.04% | -15.9% |
| Q3 2015 | $323,000 | -7.4% | 2,834 | -8.2% | 0.04% | 0.0% |
| Q2 2015 | $349,000 | +20.3% | 3,086 | +21.7% | 0.04% | +18.9% |
| Q1 2015 | $290,000 | +9.8% | 2,536 | +8.7% | 0.04% | +12.1% |
| Q4 2014 | $264,000 | +5.6% | 2,333 | +4.7% | 0.03% | 0.0% |
| Q3 2014 | $250,000 | +5.9% | 2,228 | +6.3% | 0.03% | +6.5% |
| Q2 2014 | $236,000 | +3.5% | 2,095 | +2.5% | 0.03% | -3.1% |
| Q1 2014 | $228,000 | -44.3% | 2,044 | -44.8% | 0.03% | -45.8% |
| Q4 2013 | $409,000 | +86.8% | 3,704 | +88.3% | 0.06% | +68.6% |
| Q3 2013 | $219,000 | +1.4% | 1,967 | +0.8% | 0.04% | +6.1% |
| Q2 2013 | $216,000 | – | 1,952 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capstone Triton Financial Group, LLC | 32,959 | $3,630,000 | 2.74% |
| Bridge Advisory, LLC | 46,947 | $5,160,000 | 2.49% |
| Beaumont Capital Management, LLC | 24,552 | $2,700,000 | 2.23% |
| RKL Wealth Management LLC | 96,076 | $10,566,000 | 1.45% |
| Measured Wealth Private Client Group, LLC | 27,880 | $3,066,000 | 1.35% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 59,960 | $6,594,000 | 1.26% |
| Renasant Bank | 13,766 | $1,514,000 | 1.24% |
| TriaGen Wealth Management LLC | 11,418 | $1,256,000 | 0.89% |
| BTS Asset Management, Inc. | 3,036 | $334,000 | 0.75% |
| WBI INVESTMENTS, LLC | 26,662 | $2,904,000 | 0.63% |