ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 142 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $269,050 | -0.4% | 2,500 | 0.0% | 0.02% | +5.6% |
| Q1 2024 | $270,125 | -0.4% | 2,500 | 0.0% | 0.02% | -14.3% |
| Q4 2023 | $271,082 | +2.5% | 2,500 | 0.0% | 0.02% | -8.7% |
| Q3 2023 | $264,502 | -1.1% | 2,500 | 0.0% | 0.02% | +4.5% |
| Q2 2023 | $267,416 | -1.2% | 2,500 | 0.0% | 0.02% | -12.0% |
| Q1 2023 | $270,575 | +1.7% | 2,500 | 0.0% | 0.02% | -3.8% |
| Q4 2022 | $266,075 | +0.0% | 2,500 | 0.0% | 0.03% | -7.1% |
| Q3 2022 | $266,000 | -3.3% | 2,500 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $275,000 | -2.1% | 2,500 | 0.0% | 0.03% | +12.0% |
| Q1 2022 | $281,000 | -4.1% | 2,500 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $293,000 | – | 2,500 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capstone Financial Group, Inc. | 109,906 | $13,283,000 | 10.27% |
| BTS Asset Management, Inc. | 3,495 | $423,000 | 4.93% |
| AMJ Financial Wealth Management | 53,593 | $6,489,000 | 3.82% |
| Total Clarity Wealth Management, Inc. | 18,451 | $2,234,000 | 1.95% |
| Karp Capital Management Corp | 49,512 | $5,995,000 | 1.47% |
| RKL Wealth Management LLC | 75,641 | $9,159,000 | 1.46% |
| UBP Investment Advisors SA | 14,229 | $1,723,000 | 1.33% |
| Smart Money Group LLC | 24,923 | $3,018,000 | 1.30% |
| H&H Retirement Design & Management INC | 13,654 | $1,653,000 | 1.30% |
| Copperleaf Capital, LLC | 9,843 | $1,192,000 | 1.15% |