ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 156 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $379,409 | +2.5% | 3,504 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $370,296 | -67.9% | 3,504 | -67.5% | 0.01% | -33.3% |
| Q2 2023 | $1,153,284 | +92.7% | 10,790 | +96.8% | 0.01% | -10.0% |
| Q1 2023 | $598,631 | -5.2% | 5,483 | -7.7% | 0.01% | -9.1% |
| Q4 2022 | $631,690 | -15.3% | 5,942 | -15.2% | 0.01% | -15.4% |
| Q3 2022 | $746,000 | -23.4% | 7,003 | -19.4% | 0.01% | -7.1% |
| Q1 2022 | $974,000 | -13.3% | 8,691 | -9.6% | 0.01% | -22.2% |
| Q4 2021 | $1,123,000 | -17.5% | 9,610 | -16.5% | 0.02% | -18.2% |
| Q3 2021 | $1,361,000 | -52.9% | 11,507 | -53.0% | 0.02% | -40.5% |
| Q2 2021 | $2,892,000 | +104.5% | 24,466 | +103.4% | 0.04% | -7.5% |
| Q1 2021 | $1,414,000 | +49.8% | 12,027 | +52.0% | 0.04% | +8.1% |
| Q4 2020 | $944,000 | +214.7% | 7,914 | +219.2% | 0.04% | +146.7% |
| Q3 2020 | $300,000 | – | 2,479 | – | 0.02% | – |
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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% |