ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 62 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,761,273 | +19.3% | 118,577 | +19.8% | 0.00% | 0.0% |
| Q1 2024 | $10,693,615 | +22.0% | 98,969 | +22.5% | 0.00% | 0.0% |
| Q4 2023 | $8,762,455 | +13.7% | 80,810 | +11.0% | 0.00% | 0.0% |
| Q3 2023 | $7,704,187 | +49.5% | 72,817 | +51.2% | 0.00% | +100.0% |
| Q2 2023 | $5,152,255 | +25.7% | 48,167 | +27.2% | 0.00% | 0.0% |
| Q1 2023 | $4,097,445 | +12.5% | 37,859 | +10.6% | 0.00% | 0.0% |
| Q4 2022 | $3,643,287 | +14.1% | 34,232 | +14.2% | 0.00% | 0.0% |
| Q3 2022 | $3,192,000 | +7.2% | 29,970 | +10.7% | 0.00% | 0.0% |
| Q2 2022 | $2,979,000 | +5.2% | 27,084 | +7.3% | 0.00% | 0.0% |
| Q1 2022 | $2,833,000 | +7.5% | 25,230 | +12.2% | 0.00% | – |
| Q4 2021 | $2,635,000 | +13.3% | 22,487 | +14.5% | 0.00% | – |
| Q3 2021 | $2,326,000 | +26.1% | 19,633 | +26.0% | 0.00% | – |
| Q2 2021 | $1,845,000 | +20.3% | 15,586 | +19.6% | 0.00% | – |
| Q1 2021 | $1,534,000 | +16.3% | 13,027 | +18.1% | 0.00% | – |
| Q4 2020 | $1,319,000 | +36.8% | 11,033 | +38.6% | 0.00% | – |
| Q3 2020 | $964,000 | +55.0% | 7,959 | +54.9% | 0.00% | – |
| Q2 2020 | $622,000 | +135.6% | 5,137 | +134.8% | 0.00% | – |
| Q1 2020 | $264,000 | -14.6% | 2,188 | -18.2% | 0.00% | – |
| Q3 2016 | $309,000 | +30.4% | 2,676 | +26.1% | 0.00% | – |
| Q1 2014 | $237,000 | -13.8% | 2,122 | -14.6% | 0.00% | – |
| Q4 2013 | $275,000 | – | 2,484 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UBP Investment Advisors SA | 24,575 | $2,719,000 | 3.20% |
| WealthShield Partners, LLC | 57,218 | $3,866,000 | 2.36% |
| RKL Wealth Management LLC | 40,722 | $4,546,000 | 1.03% |
| RFG Advisory, LLC | 26,101 | $2,908,000 | 0.88% |
| AT Bancorp | 21,689 | $2,416,000 | 0.27% |
| Morningstar Investment Services LLC | 119,702 | $13,337,000 | 0.25% |
| ASSETMARK, INC | 208,810 | $23,266,000 | 0.23% |
| Weatherstone Capital Management | 2,530 | $282,000 | 0.22% |
| Lucia Wealth Services, LLC | 4,588 | $511,000 | 0.22% |
| JAMES INVESTMENT RESEARCH, INC. | 44,798 | $4,991,000 | 0.19% |