ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 62 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $66,000 | +50.0% | 582 | +52.4% | 0.00% | 0.0% |
| Q3 2016 | $44,000 | -6.4% | 382 | -5.7% | 0.00% | 0.0% |
| Q2 2016 | $47,000 | -11.3% | 405 | -12.9% | 0.00% | 0.0% |
| Q1 2016 | $53,000 | +23.3% | 465 | +21.7% | 0.00% | 0.0% |
| Q4 2015 | $43,000 | +616.7% | 382 | +649.0% | 0.00% | – |
| Q3 2015 | $6,000 | +100.0% | 51 | +121.7% | 0.00% | – |
| Q2 2015 | $3,000 | -81.2% | 23 | -84.0% | 0.00% | -100.0% |
| Q1 2015 | $16,000 | +14.3% | 144 | +19.0% | 0.00% | -50.0% |
| Q4 2014 | $14,000 | -22.2% | 121 | -24.4% | 0.00% | 0.0% |
| Q3 2014 | $18,000 | -25.0% | 160 | -26.3% | 0.00% | -33.3% |
| Q2 2014 | $24,000 | -42.9% | 217 | -43.5% | 0.00% | 0.0% |
| Q1 2014 | $42,000 | +281.8% | 384 | +284.0% | 0.00% | +50.0% |
| Q4 2013 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $11,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UBP Investment Advisors SA | 24,575 | $2,719,000 | 3.20% |
| WealthShield Partners, LLC | 57,218 | $3,866,000 | 2.36% |
| RKL Wealth Management LLC | 40,722 | $4,546,000 | 1.03% |
| RFG Advisory, LLC | 26,101 | $2,908,000 | 0.88% |
| AT Bancorp | 21,689 | $2,416,000 | 0.27% |
| Morningstar Investment Services LLC | 119,702 | $13,337,000 | 0.25% |
| ASSETMARK, INC | 208,810 | $23,266,000 | 0.23% |
| Weatherstone Capital Management | 2,530 | $282,000 | 0.22% |
| Lucia Wealth Services, LLC | 4,588 | $511,000 | 0.22% |
| JAMES INVESTMENT RESEARCH, INC. | 44,798 | $4,991,000 | 0.19% |