DONALDSON CAPITAL 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
DONALDSON CAPITAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$265,031
-1.1%
2,5050.0%0.01%0.0%
Q2 2023$267,950
-1.2%
2,5050.0%0.01%
-7.7%
Q1 2023$271,116
+1.7%
2,5050.0%0.01%0.0%
Q4 2022$266,607
-0.1%
2,5050.0%0.01%
-13.3%
Q3 2022$267,000
-2.9%
2,5050.0%0.02%
+7.1%
Q2 2022$275,000
-2.1%
2,5050.0%0.01%
+7.7%
Q1 2022$281,000
-4.4%
2,5050.0%0.01%0.0%
Q4 2021$294,000
-1.0%
2,5050.0%0.01%
-13.3%
Q3 2021$297,0000.0%2,5050.0%0.02%0.0%
Q2 2021$297,000
+0.7%
2,5050.0%0.02%
-6.2%
Q1 2021$295,000
-1.3%
2,5050.0%0.02%
-11.1%
Q4 2020$299,000
-1.3%
2,5050.0%0.02%
-10.0%
Q3 2020$303,0000.0%2,5050.0%0.02%
-9.1%
Q2 2020$303,000
+0.3%
2,5050.0%0.02%
-15.4%
Q1 2020$302,000
+4.1%
2,5050.0%0.03%
+30.0%
Q4 2019$290,0002,5050.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
UBP Investment Advisors SA 266,551$9,840,0003.66%
Bridge Advisory, LLC 71,195$7,995,0003.49%
Capstone Triton Financial Group, LLC 44,852$4,963,0003.46%
Measured Wealth Private Client Group, LLC 47,257$5,307,0001.95%
Beaumont Capital Management, LLC 25,904$2,909,0001.87%
RKL Wealth Management LLC 94,704$10,635,0001.28%
Bell Rock Capital LLC 11,437$1,273,0001.19%
Renasant Bank 15,259$1,713,0001.15%
Karp Capital Management Corp 64,897$7,288,0001.06%
Total Clarity Wealth Management, Inc. 16,545$1,858,0001.02%
View complete list of ISHARES TR shareholders