Portland Global Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 144 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Portland Global Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$3,507,000
+3.3%
29,603
+3.2%
0.65%
-1.5%
Q2 2021$3,396,000
+19.3%
28,686
+18.7%
0.66%
+8.9%
Q1 2021$2,846,000
+146.2%
24,170
+150.0%
0.60%
+114.5%
Q4 2020$1,156,0009,6680.28%
Other shareholders
ISHARES TR shareholders Q4 2020
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