ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 141 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $264,000 | -93.7% | 2,477 | -93.1% | 0.01% | -87.5% |
| Q4 2021 | $4,194,000 | +410.2% | 35,792 | +420.5% | 0.11% | +100.0% |
| Q4 2020 | $822,000 | +14.2% | 6,876 | +15.7% | 0.06% | -1.8% |
| Q2 2020 | $720,000 | +10.9% | 5,945 | +10.5% | 0.06% | +58.3% |
| Q1 2020 | $649,000 | +126.1% | 5,380 | +109.3% | 0.04% | -7.7% |
| Q1 2014 | $287,000 | -57.9% | 2,570 | -58.4% | 0.04% | -49.4% |
| Q4 2013 | $682,000 | – | 6,173 | – | 0.08% | – |
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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% |