ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 130 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $448,740 | -7.2% | 4,170 | -6.8% | 0.02% | -12.5% |
| Q1 2024 | $483,534 | -7.9% | 4,475 | -7.6% | 0.02% | -22.6% |
| Q4 2023 | $525,014 | -1.5% | 4,842 | -3.9% | 0.03% | -20.5% |
| 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 | $892,000 | – | 7,371 | – | 0.07% | – |
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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% |