ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 143 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387,800 | +0.2% | 3,665 | +1.3% | 0.25% | +28.1% |
| Q2 2023 | $387,004 | +43.0% | 3,618 | +44.7% | 0.20% | +26.5% |
| Q1 2023 | $270,683 | -5.3% | 2,501 | 0.0% | 0.16% | +24.0% |
| Q4 2022 | $285,767 | -17.2% | 2,501 | -13.8% | 0.12% | -88.5% |
| Q3 2022 | $345,000 | +3.3% | 2,901 | -4.4% | 1.09% | +44.8% |
| Q2 2022 | $334,000 | -2.3% | 3,036 | -0.4% | 0.75% | +614.3% |
| Q1 2022 | $342,000 | -2.8% | 3,047 | +1.5% | 0.10% | -16.7% |
| Q4 2021 | $352,000 | +23.1% | 3,001 | +24.4% | 0.13% | +106.6% |
| Q3 2021 | $286,000 | -18.5% | 2,413 | -18.8% | 0.06% | -9.0% |
| Q2 2021 | $351,000 | -15.8% | 2,972 | -15.0% | 0.07% | -19.3% |
| Q4 2020 | $417,000 | -1.4% | 3,495 | 0.0% | 0.08% | -98.3% |
| Q3 2020 | $423,000 | +157.9% | 3,495 | +157.7% | 4.93% | +11106.8% |
| Q2 2020 | $164,000 | +90.7% | 1,356 | +88.9% | 0.04% | -97.3% |
| Q1 2020 | $86,000 | +87.0% | 718 | +79.1% | 1.65% | +23442.9% |
| Q4 2019 | $46,000 | 0.0% | 401 | 0.0% | 0.01% | +16.7% |
| Q3 2019 | $46,000 | 0.0% | 401 | 0.0% | 0.01% | -88.0% |
| Q2 2019 | $46,000 | – | 401 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capstone Financial Group, Inc. | 109,906 | $13,283,000 | 10.27% |
| BTS Asset Management, Inc. | 3,495 | $423,000 | 4.93% |
| AMJ Financial Wealth Management | 53,593 | $6,489,000 | 3.82% |
| Total Clarity Wealth Management, Inc. | 18,451 | $2,234,000 | 1.95% |
| Karp Capital Management Corp | 49,512 | $5,995,000 | 1.47% |
| RKL Wealth Management LLC | 75,641 | $9,159,000 | 1.46% |
| UBP Investment Advisors SA | 14,229 | $1,723,000 | 1.33% |
| Smart Money Group LLC | 24,923 | $3,018,000 | 1.30% |
| H&H Retirement Design & Management INC | 13,654 | $1,653,000 | 1.30% |
| Copperleaf Capital, LLC | 9,843 | $1,192,000 | 1.15% |