Evercore Wealth Management, LLC - 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
Evercore Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$315,815
-1.1%
2,9850.0%0.01%0.0%
Q2 2023$319,294
-1.2%
2,9850.0%0.01%0.0%
Q1 2023$323,067
+1.7%
2,9850.0%0.01%
-14.3%
Q4 2022$317,694
+1.2%
2,985
+1.4%
0.01%0.0%
Q3 2022$314,000
+13.4%
2,945
+17.1%
0.01%
+16.7%
Q2 2022$277,000
-21.5%
2,515
-19.9%
0.01%0.0%
Q1 2022$353,000
-4.1%
3,1400.0%0.01%0.0%
Q4 2021$368,000
+0.8%
3,140
+1.9%
0.01%
-14.3%
Q3 2021$365,000
+9.3%
3,080
+9.0%
0.01%
+16.7%
Q2 2021$334,000
+0.3%
2,8250.0%0.01%
-14.3%
Q1 2021$333,000
-1.5%
2,8250.0%0.01%0.0%
Q4 2020$338,000
-1.2%
2,8250.0%0.01%
-12.5%
Q3 2020$342,0000.0%2,8250.0%0.01%
-11.1%
Q2 2020$342,000
+0.3%
2,8250.0%0.01%
-18.2%
Q1 2020$341,000
+4.3%
2,8250.0%0.01%
+22.2%
Q4 2019$327,000
-13.7%
2,825
-13.1%
0.01%
-18.2%
Q3 2019$379,000
-3.3%
3,250
-4.4%
0.01%
-8.3%
Q2 2019$392,000
-42.2%
3,400
-43.0%
0.01%
-45.5%
Q1 2019$678,000
-9.5%
5,970
-10.6%
0.02%
-21.4%
Q4 2018$749,000
+1.2%
6,6800.0%0.03%
+16.7%
Q3 2018$740,000
-23.8%
6,680
-23.4%
0.02%
-27.3%
Q2 2018$971,000
+1.0%
8,715
+1.6%
0.03%
-10.8%
Q1 2018$961,000
-0.9%
8,5750.0%0.04%
+2.8%
Q4 2017$970,000
+27.6%
8,575
+28.2%
0.04%
+20.0%
Q3 2017$760,000
+0.1%
6,690
+0.2%
0.03%
+3.4%
Q2 2017$759,000
+0.5%
6,6750.0%0.03%
-3.3%
Q1 2017$755,000
+0.4%
6,6750.0%0.03%
-3.2%
Q4 2016$752,000
-57.3%
6,675
-56.2%
0.03%
-57.5%
Q3 2016$1,760,000
+3.2%
15,225
+3.4%
0.07%
-2.7%
Q2 2016$1,706,000
+2.9%
14,725
+2.0%
0.08%
+2.7%
Q1 2016$1,658,000
+1.4%
14,435
-0.1%
0.07%
-3.9%
Q4 2015$1,635,000
-19.7%
14,450
-19.1%
0.08%
-21.6%
Q3 2015$2,037,000
+0.8%
17,8600.0%0.10%
+6.6%
Q2 2015$2,021,000
+69.7%
17,860
+71.2%
0.09%
+65.5%
Q1 2015$1,191,000
+221.0%
10,430
+218.0%
0.06%
+205.6%
Q4 2014$371,000
-25.4%
3,280
-26.0%
0.02%
-28.0%
Q3 2014$497,000
-1.2%
4,430
-0.8%
0.02%
-3.8%
Q2 2014$503,000
+1.0%
4,4650.0%0.03%
-7.1%
Q1 2014$498,000
-3.9%
4,465
-4.8%
0.03%0.0%
Q4 2013$518,000
+1.8%
4,690
+2.5%
0.03%
-3.4%
Q3 2013$509,000
+49.7%
4,575
+48.8%
0.03%
+52.6%
Q2 2013$340,0003,0750.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Capstone Triton Financial Group, LLC 32,959$3,630,0002.74%
Bridge Advisory, LLC 46,947$5,160,0002.49%
Beaumont Capital Management, LLC 24,552$2,700,0002.23%
RKL Wealth Management LLC 96,076$10,566,0001.45%
Measured Wealth Private Client Group, LLC 27,880$3,066,0001.35%
SIGNET FINANCIAL MANAGEMENT, LLC 59,960$6,594,0001.26%
Renasant Bank 13,766$1,514,0001.24%
TriaGen Wealth Management LLC 11,418$1,256,0000.89%
BTS Asset Management, Inc. 3,036$334,0000.75%
WBI INVESTMENTS, LLC 26,662$2,904,0000.63%
View complete list of ISHARES TR shareholders