ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 141 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $257,852 | -43.0% | 2,378 | -44.4% | 0.06% | -48.1% |
Q3 2023 | $452,722 | -67.0% | 4,279 | -66.7% | 0.11% | -66.0% |
Q2 2023 | $1,373,232 | -7.6% | 12,838 | -6.5% | 0.31% | -11.9% |
Q1 2023 | $1,486,106 | +491988.1% | 13,731 | +383.8% | 0.35% | +384.9% |
Q4 2022 | $302 | -99.9% | 2,838 | +11.6% | 0.07% | +2.8% |
Q3 2022 | $271,000 | +12.9% | 2,543 | +16.7% | 0.07% | +24.6% |
Q2 2022 | $240,000 | – | 2,180 | – | 0.06% | – |
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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% |