Clean Yield Group - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 141 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Clean Yield Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$49,500
-1.1%
469
+0.2%
0.02%
+4.8%
Q2 2023$50,051
+1.3%
468
+2.4%
0.02%0.0%
Q1 2023$49,430
+1.7%
4570.0%0.02%0.0%
Q4 2022$48,596
-0.8%
457
+0.2%
0.02%
-8.7%
Q3 2022$49,000
+32.4%
456
+36.1%
0.02%
+53.3%
Q2 2022$37,000
-31.5%
335
-30.2%
0.02%
-21.1%
Q1 2022$54,000
-3.6%
4800.0%0.02%
+5.6%
Q4 2021$56,000
-1.8%
480
+0.2%
0.02%
-5.3%
Q3 2021$57,000
-63.0%
479
-63.3%
0.02%
-63.5%
Q2 2021$154,000
-57.0%
1,304
-56.4%
0.05%
-59.7%
Q4 2020$358,000
-1.1%
2,994
+0.2%
0.13%
-12.2%
Q3 2020$362,0000.0%2,989
+0.1%
0.15%
-5.8%
Q2 2020$362,000
+38.7%
2,987
+38.2%
0.16%
+25.8%
Q1 2020$261,000
+4.0%
2,161
-0.3%
0.12%
+57.0%
Q4 2019$251,000
+118.3%
2,168
+120.1%
0.08%
+107.9%
Q3 2019$115,0000.0%985
-1.6%
0.04%
-9.5%
Q2 2019$115,000
+0.9%
1,0010.0%0.04%
-8.7%
Q1 2019$114,000
+4.6%
1,001
+3.1%
0.05%
-2.1%
Q4 2018$109,000
+32.9%
971
+33.9%
0.05%
+34.3%
Q1 2017$82,000
+115.8%
725
+123.1%
0.04%
+105.9%
Q3 2016$38,000
+18.8%
325
+16.1%
0.02%
+21.4%
Q2 2016$32,000
+14.3%
280
+16.7%
0.01%
+16.7%
Q1 2016$28,0002400.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 3,018$319,3065.41%
Beaumont Capital Management, LLC 39,802$4,211,0833.04%
Great Diamond Partners, LLC 75,516$7,989,6532.16%
Capstone Triton Financial Group, LLC 27,469$2,906,2612.12%
Jaffetilchin Investment Partners, LLC 139,728$14,783,3311.63%
SIGNET FINANCIAL MANAGEMENT, LLC 87,952$9,305,3701.54%
RKL Wealth Management LLC 97,979$10,366,2681.27%
Renasant Bank 13,355$1,412,9691.19%
Measured Wealth Private Client Group, LLC 27,493$2,908,7651.17%
Executive Wealth Management, LLC 73,541$7,780,7600.81%
View complete list of ISHARES TR shareholders