ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 144 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| UBP Investment Advisors SA | 266,551 | $9,840,000 | 3.66% |
| Bridge Advisory, LLC | 71,195 | $7,995,000 | 3.49% |
| Capstone Triton Financial Group, LLC | 44,852 | $4,963,000 | 3.46% |
| Measured Wealth Private Client Group, LLC | 47,257 | $5,307,000 | 1.95% |
| Beaumont Capital Management, LLC | 25,904 | $2,909,000 | 1.87% |
| RKL Wealth Management LLC | 94,704 | $10,635,000 | 1.28% |
| Bell Rock Capital LLC | 11,437 | $1,273,000 | 1.19% |
| Renasant Bank | 15,259 | $1,713,000 | 1.15% |
| Karp Capital Management Corp | 64,897 | $7,288,000 | 1.06% |
| Total Clarity Wealth Management, Inc. | 16,545 | $1,858,000 | 1.02% |