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 ↓ |
---|---|---|---|
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% |