ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 144 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UBP Investment Advisors SA | 266,551 | $9,840,000 | 3.66% |
| Bridge Advisory, LLC | 71,195 | $7,995,000 | 3.49% |
| Capstone Triton Financial Group, LLC | 44,852 | $4,963,000 | 3.46% |
| Measured Wealth Private Client Group, LLC | 47,257 | $5,307,000 | 1.95% |
| Beaumont Capital Management, LLC | 25,904 | $2,909,000 | 1.87% |
| RKL Wealth Management LLC | 94,704 | $10,635,000 | 1.28% |
| Bell Rock Capital LLC | 11,437 | $1,273,000 | 1.19% |
| Renasant Bank | 15,259 | $1,713,000 | 1.15% |
| Karp Capital Management Corp | 64,897 | $7,288,000 | 1.06% |
| Total Clarity Wealth Management, Inc. | 16,545 | $1,858,000 | 1.02% |