ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 78 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $205,000 | -8.1% | 1,810 | -8.5% | 0.00% | 0.0% |
| Q4 2016 | $223,000 | +1.4% | 1,979 | +4.2% | 0.00% | 0.0% |
| Q3 2016 | $220,000 | -9.5% | 1,899 | -9.3% | 0.00% | 0.0% |
| Q2 2016 | $243,000 | -1.6% | 2,094 | -2.6% | 0.00% | -33.3% |
| Q1 2016 | $247,000 | -2.0% | 2,149 | -3.4% | 0.00% | 0.0% |
| Q4 2015 | $252,000 | -6.7% | 2,224 | -6.0% | 0.00% | 0.0% |
| Q3 2015 | $270,000 | -6.9% | 2,365 | -7.8% | 0.00% | 0.0% |
| Q2 2015 | $290,000 | – | 2,565 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 3,018 | $319,306 | 5.41% |
| Beaumont Capital Management, LLC | 39,802 | $4,211,083 | 3.04% |
| Great Diamond Partners, LLC | 75,516 | $7,989,653 | 2.16% |
| Capstone Triton Financial Group, LLC | 27,469 | $2,906,261 | 2.12% |
| Jaffetilchin Investment Partners, LLC | 139,728 | $14,783,331 | 1.63% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 87,952 | $9,305,370 | 1.54% |
| RKL Wealth Management LLC | 97,979 | $10,366,268 | 1.27% |
| Renasant Bank | 13,355 | $1,412,969 | 1.19% |
| Measured Wealth Private Client Group, LLC | 27,493 | $2,908,765 | 1.17% |
| Executive Wealth Management, LLC | 73,541 | $7,780,760 | 0.81% |