ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 129 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 3,018 | $326,638 | 4.78% |
| Capstone Triton Financial Group, LLC | 27,558 | $2,982,572 | 2.24% |
| Beaumont Capital Management, LLC | 27,911 | $3,020,808 | 2.10% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 99,464 | $10,764,944 | 1.81% |
| Measured Wealth Private Client Group, LLC | 31,856 | $3,447,761 | 1.33% |
| RKL Wealth Management LLC | 95,728 | $10,360,638 | 1.31% |
| Jaffetilchin Investment Partners, LLC | 104,447 | $11,304,276 | 1.28% |
| Renasant Bank | 13,588 | $1,470,629 | 1.14% |
| Executive Wealth Management, LLC | 74,405 | $8,052,886 | 0.89% |
| CVA Family Office, LLC | 28,672 | $3,103,171 | 0.69% |