ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 66 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $618,000 | +1.0% | 5,415 | 0.0% | 0.09% | +2.4% |
| Q4 2014 | $612,000 | +0.7% | 5,415 | 0.0% | 0.08% | +3.7% |
| Q3 2014 | $608,000 | -17.4% | 5,415 | -17.1% | 0.08% | -24.1% |
| Q2 2014 | $736,000 | +1.0% | 6,535 | 0.0% | 0.11% | +1.9% |
| Q1 2014 | $729,000 | +4.1% | 6,535 | +3.2% | 0.11% | +5.0% |
| Q4 2013 | $700,000 | – | 6,335 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capstone Financial Group, Inc. | 109,906 | $13,283,000 | 10.27% |
| BTS Asset Management, Inc. | 3,495 | $423,000 | 4.93% |
| AMJ Financial Wealth Management | 53,593 | $6,489,000 | 3.82% |
| Total Clarity Wealth Management, Inc. | 18,451 | $2,234,000 | 1.95% |
| Karp Capital Management Corp | 49,512 | $5,995,000 | 1.47% |
| RKL Wealth Management LLC | 75,641 | $9,159,000 | 1.46% |
| UBP Investment Advisors SA | 14,229 | $1,723,000 | 1.33% |
| Smart Money Group LLC | 24,923 | $3,018,000 | 1.30% |
| H&H Retirement Design & Management INC | 13,654 | $1,653,000 | 1.30% |
| Copperleaf Capital, LLC | 9,843 | $1,192,000 | 1.15% |