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 | $443,305 | -1.8% | 4,190 | -0.8% | 0.02% | +4.5% |
| Q2 2023 | $451,611 | -2.3% | 4,222 | -1.2% | 0.02% | -8.3% |
| Q1 2023 | $462,467 | +16.5% | 4,273 | +14.5% | 0.02% | +14.3% |
| Q4 2022 | $397,090 | +0.8% | 3,731 | +0.8% | 0.02% | -4.5% |
| Q3 2022 | $394,000 | -0.5% | 3,701 | +2.8% | 0.02% | +10.0% |
| Q2 2022 | $396,000 | +7.6% | 3,600 | +9.8% | 0.02% | +17.6% |
| Q1 2022 | $368,000 | +8.6% | 3,279 | +13.2% | 0.02% | +13.3% |
| Q4 2021 | $339,000 | +18.1% | 2,896 | +19.6% | 0.02% | +15.4% |
| Q3 2021 | $287,000 | +18.1% | 2,422 | +17.9% | 0.01% | +18.2% |
| Q2 2021 | $243,000 | +5.7% | 2,054 | +6.8% | 0.01% | 0.0% |
| Q4 2020 | $230,000 | +5.5% | 1,924 | +6.7% | 0.01% | -8.3% |
| Q3 2020 | $218,000 | – | 1,804 | – | 0.01% | – |
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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% |