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 Q1 2023. 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 Q1 2023
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 3,018$326,6384.78%
Capstone Triton Financial Group, LLC 27,558$2,982,5722.24%
Beaumont Capital Management, LLC 27,911$3,020,8082.10%
SIGNET FINANCIAL MANAGEMENT, LLC 99,464$10,764,9441.81%
Measured Wealth Private Client Group, LLC 31,856$3,447,7611.33%
RKL Wealth Management LLC 95,728$10,360,6381.31%
Jaffetilchin Investment Partners, LLC 104,447$11,304,2761.28%
Renasant Bank 13,588$1,470,6291.14%
Executive Wealth Management, LLC 74,405$8,052,8860.89%
CVA Family Office, LLC 28,672$3,103,1710.69%
View complete list of ISHARES TR shareholders