J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 146 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$533,006
+2.1%
5,038
+3.2%
0.04%
+5.4%
Q2 2023$522,090
-6.2%
4,881
-5.1%
0.04%
-7.5%
Q1 2023$556,885
+8.2%
5,145
+6.4%
0.04%0.0%
Q4 2022$514,593
-7.3%
4,835
-7.2%
0.04%
-13.0%
Q3 2022$555,000
-2.6%
5,208
+0.4%
0.05%
+2.2%
Q2 2022$570,000
-5.5%
5,187
-3.4%
0.04%
+12.5%
Q1 2022$603,000
-5.2%
5,369
-1.0%
0.04%
-2.4%
Q4 2021$636,000
-9.1%
5,424
-8.3%
0.04%
-25.5%
Q2 2021$700,000
-1.5%
5,916
-2.1%
0.06%
-20.3%
Q1 2021$711,000
+16.4%
6,040
+18.2%
0.07%
+7.8%
Q4 2020$611,000
-31.5%
5,109
-30.7%
0.06%
-5.9%
Q3 2020$892,0007,3710.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Rehmann Capital Advisory Group 25,234$2,917,0000.56%
Ashfield Capital Partners, LLC 57,376$6,633,0000.55%
AT Bancorp 33,033$3,819,0000.52%
B. Riley Wealth Advisors, Inc. 22,770$2,633,0000.52%
BANK HAPOALIM BM 16,860$1,949,0000.46%
Charles Schwab Investment Advisory, Inc. 504,501$58,322,0000.46%
CETERA INVESTMENT MANAGEMENT LLC 5,958$689,0000.44%
Sigma Planning Corp 30,807$3,561,0000.42%
Zions Bancorporation 16,408$1,896,0000.36%
Exchange Capital Management, Inc. 7,549$873,0000.34%
View complete list of ISHARES TR shareholders