ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 141 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $199,329 | +14.0% | 1,884 | +15.2% | 0.03% | +18.2% |
| Q2 2023 | $174,890 | -0.4% | 1,635 | +0.7% | 0.02% | -8.3% |
| Q1 2023 | $175,657 | +100275.4% | 1,623 | -1.4% | 0.02% | -7.7% |
| Q4 2022 | $175 | -99.9% | 1,646 | +42.3% | 0.03% | +30.0% |
| Q3 2022 | $123,000 | -3.1% | 1,157 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $127,000 | – | 1,157 | – | 0.02% | – |
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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% |