ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 150 filers reported holding ISHARES TR in Q1 2022. 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 ↓ |
|---|---|---|---|
| Capstone Triton Financial Group, LLC | 32,959 | $3,630,000 | 2.74% |
| Bridge Advisory, LLC | 46,947 | $5,160,000 | 2.49% |
| Beaumont Capital Management, LLC | 24,552 | $2,700,000 | 2.23% |
| RKL Wealth Management LLC | 96,076 | $10,566,000 | 1.45% |
| Measured Wealth Private Client Group, LLC | 27,880 | $3,066,000 | 1.35% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 59,960 | $6,594,000 | 1.26% |
| Renasant Bank | 13,766 | $1,514,000 | 1.24% |
| TriaGen Wealth Management LLC | 11,418 | $1,256,000 | 0.89% |
| BTS Asset Management, Inc. | 3,036 | $334,000 | 0.75% |
| WBI INVESTMENTS, LLC | 26,662 | $2,904,000 | 0.63% |