United Asset Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 140 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$638,220
-2.8%
6,032
-1.8%
0.08%
+1.2%
Q2 2023$656,880
+113.8%
6,141
+273.8%
0.08%
+100.0%
Q1 2023$307,307
-52.8%
1,643
-73.1%
0.04%
-54.9%
Q4 2022$650,967
+70.4%
6,116
+70.6%
0.09%
+54.2%
Q3 2022$382,0003,5840.06%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Rehmann Capital Advisory Group 25,234$2,917,0000.56%
Ashfield Capital Partners, LLC 57,376$6,633,0000.55%
AT Bancorp 33,033$3,819,0000.52%
B. Riley Wealth Advisors, Inc. 22,770$2,633,0000.52%
BANK HAPOALIM BM 16,860$1,949,0000.46%
Charles Schwab Investment Advisory, Inc. 504,501$58,322,0000.46%
CETERA INVESTMENT MANAGEMENT LLC 5,958$689,0000.44%
Sigma Planning Corp 30,807$3,561,0000.42%
Zions Bancorporation 16,408$1,896,0000.36%
Exchange Capital Management, Inc. 7,549$873,0000.34%
View complete list of ISHARES TR shareholders