Portland Global Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 155 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2021
NameSharesValueWeighting ↓
PERSONAL FINANCIAL CONSULTANTS INC /ADV 22,184$2,487,0002.10%
UBP Investment Advisors SA 15,574$1,746,0001.85%
Aveo Capital Partners, LLC 24,100$2,702,0001.35%
WBI INVESTMENTS, LLC 97,311$10,912,0001.23%
RKL Wealth Management LLC 43,908$4,923,0001.14%
Beaumont Financial Partners, LLC 31,350$3,515,0000.57%
Strategic Wealth Partners, Ltd. 9,561$1,088,0000.55%
Karp Capital Management Corp 9,675$1,085,0000.52%
WealthShield Partners, LLC 6,541$733,0000.50%
ASSETMARK, INC 442,993$49,673,0000.48%
View complete list of ISHARES TR shareholders