ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 63 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $367,000 | +1.1% | 3,210 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $363,000 | +0.8% | 3,210 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $360,000 | -0.6% | 3,210 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $362,000 | +1.1% | 3,210 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $358,000 | +0.8% | 3,210 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $355,000 | -0.6% | 3,210 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $357,000 | +0.6% | 3,210 | 0.0% | 0.01% | -11.1% |
| Q2 2013 | $355,000 | -2.5% | 3,210 | 0.0% | 0.01% | 0.0% |
| Q1 2013 | $364,000 | 0.0% | 3,210 | 0.0% | 0.01% | -10.0% |
| Q4 2012 | $364,000 | – | 3,210 | – | 0.01% | – |
Download | ||||||
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% |