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 | $1,063,308 | +2.6% | 10,050 | +3.7% | 0.04% | +8.1% |
| Q2 2023 | $1,036,710 | -9.0% | 9,691 | -7.9% | 0.04% | -2.6% |
| Q1 2023 | $1,139,317 | -1.2% | 10,526 | -2.9% | 0.04% | -7.3% |
| Q4 2022 | $1,153,355 | -3.7% | 10,836 | -3.7% | 0.04% | -10.9% |
| Q3 2022 | $1,198,000 | +20.2% | 11,251 | +24.1% | 0.05% | +31.4% |
| Q2 2022 | $997,000 | -10.3% | 9,069 | -8.3% | 0.04% | +6.1% |
| Q1 2022 | $1,111,000 | -3.1% | 9,889 | +1.0% | 0.03% | +3.1% |
| Q4 2021 | $1,147,000 | +14.7% | 9,787 | +16.0% | 0.03% | +6.7% |
| Q3 2021 | $1,000,000 | +1.1% | 8,438 | +1.1% | 0.03% | +3.4% |
| Q2 2021 | $989,000 | +4.1% | 8,350 | +3.5% | 0.03% | -3.3% |
| Q1 2021 | $950,000 | -0.7% | 8,069 | +0.8% | 0.03% | -9.1% |
| Q4 2020 | $957,000 | +0.8% | 8,007 | +2.2% | 0.03% | -13.2% |
| Q3 2020 | $949,000 | +3.5% | 7,836 | +3.4% | 0.04% | -5.0% |
| Q2 2020 | $917,000 | +24.4% | 7,576 | +23.9% | 0.04% | -9.1% |
| Q1 2020 | $737,000 | -73.5% | 6,113 | -75.0% | 0.04% | -83.2% |
| Q2 2017 | $2,784,000 | +0.6% | 24,488 | +0.0% | 0.26% | -2.2% |
| Q1 2017 | $2,768,000 | +12.2% | 24,484 | +11.8% | 0.27% | -0.7% |
| Q4 2016 | $2,467,000 | -30.7% | 21,903 | -28.9% | 0.27% | -36.0% |
| Q3 2016 | $3,561,000 | +37.0% | 30,807 | +37.3% | 0.42% | +24.5% |
| Q2 2016 | $2,600,000 | +4.8% | 22,432 | +3.8% | 0.34% | 0.0% |
| Q1 2016 | $2,482,000 | – | 21,602 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UBP Investment Advisors SA | 266,551 | $9,840,000 | 3.66% |
| Bridge Advisory, LLC | 71,195 | $7,995,000 | 3.49% |
| Capstone Triton Financial Group, LLC | 44,852 | $4,963,000 | 3.46% |
| Measured Wealth Private Client Group, LLC | 47,257 | $5,307,000 | 1.95% |
| Beaumont Capital Management, LLC | 25,904 | $2,909,000 | 1.87% |
| RKL Wealth Management LLC | 94,704 | $10,635,000 | 1.28% |
| Bell Rock Capital LLC | 11,437 | $1,273,000 | 1.19% |
| Renasant Bank | 15,259 | $1,713,000 | 1.15% |
| Karp Capital Management Corp | 64,897 | $7,288,000 | 1.06% |
| Total Clarity Wealth Management, Inc. | 16,545 | $1,858,000 | 1.02% |