ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 133 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $548,471 | -4.9% | 5,184 | -3.9% | 0.06% | -8.6% |
| Q2 2023 | $576,803 | -8.9% | 5,393 | -7.8% | 0.07% | -15.7% |
| Q1 2023 | $632,896 | -17.4% | 5,848 | -18.7% | 0.08% | -15.3% |
| Q4 2022 | $765,838 | -47.3% | 7,196 | -47.2% | 0.10% | -50.3% |
| Q3 2022 | $1,452,000 | -34.4% | 13,631 | -32.3% | 0.20% | -32.8% |
| Q2 2022 | $2,213,000 | +27.8% | 20,124 | +30.6% | 0.29% | +50.3% |
| Q1 2022 | $1,731,000 | +2.4% | 15,414 | +6.8% | 0.20% | +10.8% |
| Q4 2021 | $1,691,000 | +113.0% | 14,428 | +115.2% | 0.18% | +102.3% |
| Q3 2021 | $794,000 | +3.4% | 6,706 | +3.4% | 0.09% | 0.0% |
| Q2 2021 | $768,000 | +0.5% | 6,484 | -0.1% | 0.09% | -12.1% |
| Q1 2021 | $764,000 | -44.2% | 6,493 | -43.3% | 0.10% | -48.4% |
| Q4 2020 | $1,369,000 | -25.9% | 11,457 | -24.9% | 0.19% | -38.7% |
| Q3 2020 | $1,847,000 | -18.4% | 15,261 | -18.3% | 0.31% | -25.1% |
| Q2 2020 | $2,263,000 | +0.7% | 18,689 | +0.2% | 0.42% | -22.9% |
| Q1 2020 | $2,248,000 | -16.6% | 18,647 | -20.1% | 0.54% | +7.5% |
| Q4 2019 | $2,697,000 | -6.2% | 23,338 | -5.4% | 0.50% | -7.7% |
| Q3 2019 | $2,876,000 | +339.1% | 24,674 | +316.7% | 0.55% | +23.3% |
| Q2 2013 | $655,000 | – | 5,921 | – | 0.44% | – |
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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% |