WBI INVESTMENTS, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 153 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WBI INVESTMENTS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$2,466,587
-4.7%
23,176
-5.8%
0.53%
-29.7%
Q3 2022$2,587,000
-10.9%
24,608
-7.7%
0.75%
+20.3%
Q2 2022$2,904,000
+2.6%
26,662
+5.1%
0.63%
+36.7%
Q1 2022$2,830,000
+0.6%
25,363
+4.8%
0.46%
+1.6%
Q4 2021$2,813,000
+35.6%
24,199
+37.0%
0.45%
+29.6%
Q3 2021$2,075,000
+1.9%
17,664
+2.7%
0.35%
+11.2%
Q2 2021$2,036,000
+145.9%
17,195
+144.4%
0.31%
+140.8%
Q1 2021$828,000
+17.8%
7,035
+19.7%
0.13%
+22.6%
Q4 2020$703,000
-93.6%
5,879
-94.0%
0.11%
-91.4%
Q4 2018$10,912,000
+1029.6%
97,311
+1039.9%
1.23%
+2637.8%
Q4 2017$966,000
-88.9%
8,537
-88.9%
0.04%
-88.2%
Q2 2017$8,737,000
-69.3%
76,843
-69.5%
0.38%
-69.8%
Q1 2017$28,473,000251,8611.26%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 3,018$326,6384.78%
Capstone Triton Financial Group, LLC 27,558$2,982,5722.24%
Beaumont Capital Management, LLC 27,911$3,020,8082.10%
SIGNET FINANCIAL MANAGEMENT, LLC 99,464$10,764,9441.81%
Measured Wealth Private Client Group, LLC 31,856$3,447,7611.33%
RKL Wealth Management LLC 95,728$10,360,6381.31%
Jaffetilchin Investment Partners, LLC 104,447$11,304,2761.28%
Renasant Bank 13,588$1,470,6291.14%
Executive Wealth Management, LLC 74,405$8,052,8860.89%
CVA Family Office, LLC 28,672$3,103,1710.69%
View complete list of ISHARES TR shareholders