Cambridge Investment Research Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 141 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,241
+36.5%
11,727
+38.0%
0.01%
+50.0%
Q2 2023$909
+3.4%
8,497
+4.6%
0.00%0.0%
Q1 2023$879
-10.4%
8,124
-11.8%
0.00%
-20.0%
Q4 2022$981
-99.9%
9,216
-11.2%
0.01%
-16.7%
Q3 2022$1,105,000
+5.1%
10,377
+8.6%
0.01%0.0%
Q2 2022$1,051,000
-9.6%
9,553
-7.6%
0.01%
+20.0%
Q1 2022$1,162,000
-29.5%
10,344
-26.5%
0.01%
-28.6%
Q4 2021$1,649,000
-23.7%
14,073
-22.8%
0.01%
-36.4%
Q3 2021$2,160,000
+5.6%
18,232
+5.5%
0.01%
+10.0%
Q2 2021$2,046,000
+32.4%
17,284
+31.7%
0.01%
+25.0%
Q1 2021$1,545,000
+0.4%
13,121
+1.9%
0.01%
-11.1%
Q4 2020$1,539,000
-9.1%
12,871
-7.9%
0.01%
-18.2%
Q3 2020$1,693,000
-31.3%
13,980
-31.3%
0.01%
-42.1%
Q2 2020$2,464,000
-58.2%
20,346
-58.4%
0.02%
-66.7%
Q1 2020$5,891,000
+26.4%
48,863
+21.2%
0.06%
+58.3%
Q4 2019$4,660,000
-9.6%
40,321
-8.9%
0.04%
-20.0%
Q3 2019$5,156,000
-22.4%
44,240
-23.3%
0.04%
-26.2%
Q2 2019$6,645,000
+1705.7%
57,669
+1678.3%
0.06%
+1425.0%
Q1 2019$368,000
-93.6%
3,243
-93.7%
0.00%
-93.8%
Q4 2018$5,793,000
+1167.6%
51,667
+1151.3%
0.06%
+1500.0%
Q3 2018$457,000
-65.0%
4,129
-64.7%
0.00%
-71.4%
Q2 2018$1,304,000
+42.5%
11,703
+43.2%
0.01%
+40.0%
Q1 2018$915,000
+105.6%
8,171
+107.8%
0.01%
+100.0%
Q4 2017$445,000
+26.4%
3,932
+27.0%
0.01%0.0%
Q3 2017$352,000
+4.5%
3,097
+4.6%
0.01%0.0%
Q2 2017$337,000
-37.1%
2,962
-37.5%
0.01%
-44.4%
Q1 2017$536,0004,7370.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
PERSONAL FINANCIAL CONSULTANTS INC /ADV 22,184$2,487,0002.10%
UBP Investment Advisors SA 15,574$1,746,0001.85%
Aveo Capital Partners, LLC 24,100$2,702,0001.35%
WBI INVESTMENTS, LLC 97,311$10,912,0001.23%
RKL Wealth Management LLC 43,908$4,923,0001.14%
Beaumont Financial Partners, LLC 31,350$3,515,0000.57%
Strategic Wealth Partners, Ltd. 9,561$1,088,0000.55%
Karp Capital Management Corp 9,675$1,085,0000.52%
WealthShield Partners, LLC 6,541$733,0000.50%
ASSETMARK, INC 442,993$49,673,0000.48%
View complete list of ISHARES TR shareholders