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 | $791,172 | +44.5% | 7,478 | +46.1% | 0.01% | +75.0% |
| Q2 2023 | $547,686 | -7.8% | 5,120 | +1.1% | 0.00% | +33.3% |
| Q4 2021 | $594,000 | -57.0% | 5,066 | -56.6% | 0.00% | -62.5% |
| Q3 2021 | $1,382,000 | -48.8% | 11,661 | -48.9% | 0.01% | -50.0% |
| Q2 2021 | $2,701,000 | -1.2% | 22,814 | -1.8% | 0.02% | -11.1% |
| Q1 2021 | $2,735,000 | -3.6% | 23,233 | -2.1% | 0.02% | 0.0% |
| Q4 2020 | $2,837,000 | -3.3% | 23,733 | -2.0% | 0.02% | -14.3% |
| Q3 2020 | $2,934,000 | +3.3% | 24,229 | +3.3% | 0.02% | -4.5% |
| Q2 2020 | $2,841,000 | +6.2% | 23,458 | +5.7% | 0.02% | -18.5% |
| Q1 2020 | $2,674,000 | +56.0% | 22,183 | +49.6% | 0.03% | +107.7% |
| Q4 2019 | $1,714,000 | +355.9% | 14,827 | +359.6% | 0.01% | +333.3% |
| Q3 2019 | $376,000 | – | 3,226 | – | 0.00% | – |
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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% |