ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 153 filers reported holding ISHARES TR in Q1 2021. 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% | – |
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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% |