IMA Wealth, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 141 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IMA Wealth, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,666
-1.1%
630.0%0.00%0.0%
Q2 2023$6,739
+5.5%
63
+6.8%
0.00%0.0%
Q1 2023$6,386
+1.7%
590.0%0.00%0.0%
Q4 2022$6,279
+4.6%
59
+11.3%
0.00%0.0%
Q3 2022$6,0000.0%530.0%0.00%
+100.0%
Q2 2022$6,0000.0%530.0%0.00%0.0%
Q1 2022$6,0000.0%530.0%0.00%0.0%
Q4 2021$6,0000.0%530.0%0.00%0.0%
Q3 2021$6,0000.0%530.0%0.00%0.0%
Q2 2021$6,0000.0%530.0%0.00%0.0%
Q1 2021$6,0000.0%530.0%0.00%
-50.0%
Q4 2020$6,000530.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Rehmann Capital Advisory Group 25,234$2,917,0000.56%
Ashfield Capital Partners, LLC 57,376$6,633,0000.55%
AT Bancorp 33,033$3,819,0000.52%
B. Riley Wealth Advisors, Inc. 22,770$2,633,0000.52%
BANK HAPOALIM BM 16,860$1,949,0000.46%
Charles Schwab Investment Advisory, Inc. 504,501$58,322,0000.46%
CETERA INVESTMENT MANAGEMENT LLC 5,958$689,0000.44%
Sigma Planning Corp 30,807$3,561,0000.42%
Zions Bancorporation 16,408$1,896,0000.36%
Exchange Capital Management, Inc. 7,549$873,0000.34%
View complete list of ISHARES TR shareholders