ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 143 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $79,000 | -1.2% | 716 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $80,000 | -4.8% | 716 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $84,000 | +3.7% | 716 | +5.1% | 0.00% | 0.0% |
| Q3 2021 | $81,000 | +179.3% | 681 | +178.0% | 0.00% | – |
| Q2 2021 | $29,000 | +480.0% | 245 | +483.3% | 0.00% | – |
| Q1 2018 | $5,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q4 2017 | $5,000 | -50.0% | 42 | -50.0% | 0.00% | – |
| Q3 2017 | $10,000 | +100.0% | 84 | +100.0% | 0.00% | -100.0% |
| Q2 2017 | $5,000 | -72.2% | 42 | -73.6% | 0.00% | -50.0% |
| Q1 2016 | $18,000 | +28.6% | 159 | +27.2% | 0.00% | +100.0% |
| Q4 2015 | $14,000 | – | 125 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 3,018 | $319,306 | 5.41% |
| Beaumont Capital Management, LLC | 39,802 | $4,211,083 | 3.04% |
| Great Diamond Partners, LLC | 75,516 | $7,989,653 | 2.16% |
| Capstone Triton Financial Group, LLC | 27,469 | $2,906,261 | 2.12% |
| Jaffetilchin Investment Partners, LLC | 139,728 | $14,783,331 | 1.63% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 87,952 | $9,305,370 | 1.54% |
| RKL Wealth Management LLC | 97,979 | $10,366,268 | 1.27% |
| Renasant Bank | 13,355 | $1,412,969 | 1.19% |
| Measured Wealth Private Client Group, LLC | 27,493 | $2,908,765 | 1.17% |
| Executive Wealth Management, LLC | 73,541 | $7,780,760 | 0.81% |