ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 146 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $265,031 | -1.1% | 2,505 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $267,950 | -1.2% | 2,505 | 0.0% | 0.01% | -7.7% |
Q1 2023 | $271,116 | +1.7% | 2,505 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $266,607 | -0.1% | 2,505 | 0.0% | 0.01% | -13.3% |
Q3 2022 | $267,000 | -2.9% | 2,505 | 0.0% | 0.02% | +7.1% |
Q2 2022 | $275,000 | -2.1% | 2,505 | 0.0% | 0.01% | +7.7% |
Q1 2022 | $281,000 | -4.4% | 2,505 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $294,000 | -1.0% | 2,505 | 0.0% | 0.01% | -13.3% |
Q3 2021 | $297,000 | 0.0% | 2,505 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $297,000 | +0.7% | 2,505 | 0.0% | 0.02% | -6.2% |
Q1 2021 | $295,000 | -1.3% | 2,505 | 0.0% | 0.02% | -11.1% |
Q4 2020 | $299,000 | -1.3% | 2,505 | 0.0% | 0.02% | -10.0% |
Q3 2020 | $303,000 | 0.0% | 2,505 | 0.0% | 0.02% | -9.1% |
Q2 2020 | $303,000 | +0.3% | 2,505 | 0.0% | 0.02% | -15.4% |
Q1 2020 | $302,000 | +4.1% | 2,505 | 0.0% | 0.03% | +30.0% |
Q4 2019 | $290,000 | – | 2,505 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
UBP Investment Advisors SA | 266,551 | $9,840,000 | 3.66% |
Bridge Advisory, LLC | 71,195 | $7,995,000 | 3.49% |
Capstone Triton Financial Group, LLC | 44,852 | $4,963,000 | 3.46% |
Measured Wealth Private Client Group, LLC | 47,257 | $5,307,000 | 1.95% |
Beaumont Capital Management, LLC | 25,904 | $2,909,000 | 1.87% |
RKL Wealth Management LLC | 94,704 | $10,635,000 | 1.28% |
Bell Rock Capital LLC | 11,437 | $1,273,000 | 1.19% |
Renasant Bank | 15,259 | $1,713,000 | 1.15% |
Karp Capital Management Corp | 64,897 | $7,288,000 | 1.06% |
Total Clarity Wealth Management, Inc. | 16,545 | $1,858,000 | 1.02% |