ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 63 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PERSONAL FINANCIAL CONSULTANTS INC /ADV | 22,184 | $2,487,000 | 2.10% |
| UBP Investment Advisors SA | 15,574 | $1,746,000 | 1.85% |
| Aveo Capital Partners, LLC | 24,100 | $2,702,000 | 1.35% |
| WBI INVESTMENTS, LLC | 97,311 | $10,912,000 | 1.23% |
| RKL Wealth Management LLC | 43,908 | $4,923,000 | 1.14% |
| Beaumont Financial Partners, LLC | 31,350 | $3,515,000 | 0.57% |
| Strategic Wealth Partners, Ltd. | 9,561 | $1,088,000 | 0.55% |
| Karp Capital Management Corp | 9,675 | $1,085,000 | 0.52% |
| WealthShield Partners, LLC | 6,541 | $733,000 | 0.50% |
| ASSETMARK, INC | 442,993 | $49,673,000 | 0.48% |