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 | $412,042 | -5.1% | 3,895 | -4.0% | 0.27% | -5.6% |
Q2 2023 | $434,072 | +3.8% | 4,058 | +5.0% | 0.28% | -9.5% |
Q1 2023 | $418,194 | +2.0% | 3,864 | +0.3% | 0.32% | +2.3% |
Q4 2022 | $410,158 | -2.1% | 3,854 | -2.1% | 0.31% | -18.1% |
Q3 2022 | $419,000 | -14.0% | 3,935 | -11.1% | 0.38% | +4.2% |
Q2 2022 | $487,000 | -12.6% | 4,428 | -10.7% | 0.36% | -0.6% |
Q1 2022 | $557,000 | -1.9% | 4,958 | +1.6% | 0.36% | -2.7% |
Q4 2021 | $568,000 | +5.6% | 4,882 | +7.4% | 0.37% | -2.9% |
Q3 2021 | $538,000 | +8.5% | 4,545 | +8.4% | 0.38% | +12.0% |
Q2 2021 | $496,000 | +6.4% | 4,192 | +5.8% | 0.34% | -8.8% |
Q1 2021 | $466,000 | +16.2% | 3,961 | +18.1% | 0.38% | +6.2% |
Q4 2020 | $401,000 | -1.5% | 3,355 | -0.1% | 0.35% | +10.6% |
Q3 2020 | $407,000 | +17.6% | 3,357 | +17.0% | 0.32% | -11.1% |
Q2 2020 | $346,000 | 0.0% | 2,870 | 0.0% | 0.36% | +0.8% |
Q1 2020 | $346,000 | +9.8% | 2,870 | +5.4% | 0.36% | +1051.6% |
Q4 2019 | $315,000 | +23.0% | 2,722 | +22.7% | 0.03% | +10.7% |
Q3 2019 | $256,000 | +8.5% | 2,219 | +6.8% | 0.03% | -3.4% |
Q2 2019 | $236,000 | 0.0% | 2,078 | 0.0% | 0.03% | 0.0% |
Q1 2019 | $236,000 | +7.3% | 2,078 | +5.8% | 0.03% | -17.1% |
Q4 2018 | $220,000 | +24.3% | 1,964 | +28.3% | 0.04% | -89.0% |
Q2 2016 | $177,000 | +261.2% | 1,531 | +251.1% | 0.32% | +248.4% |
Q4 2015 | $49,000 | 0.0% | 436 | +0.7% | 0.09% | +42.2% |
Q3 2015 | $49,000 | – | 433 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tri-Star Advisors Inc. | 3,018 | $319,306 | 5.41% |
Beaumont Capital Management, LLC | 39,802 | $4,211,083 | 3.04% |
Great Diamond Partners, LLC | 75,516 | $7,989,653 | 2.16% |
Capstone Triton Financial Group, LLC | 27,469 | $2,906,261 | 2.12% |
Jaffetilchin Investment Partners, LLC | 139,728 | $14,783,331 | 1.63% |
SIGNET FINANCIAL MANAGEMENT, LLC | 87,952 | $9,305,370 | 1.54% |
RKL Wealth Management LLC | 97,979 | $10,366,268 | 1.27% |
Renasant Bank | 13,355 | $1,412,969 | 1.19% |
Measured Wealth Private Client Group, LLC | 27,493 | $2,908,765 | 1.17% |
Executive Wealth Management, LLC | 73,541 | $7,780,760 | 0.81% |