United Asset Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 141 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q4 2022
NameSharesValueWeighting ↓
B. Riley Wealth Advisors, Inc. 25,180$2,836,0000.58%
Ashfield Capital Partners, LLC 47,202$5,316,0000.52%
Rehmann Capital Advisory Group 24,682$2,780,0000.51%
BANK HAPOALIM BM 16,745$1,886,0000.50%
CETERA INVESTMENT MANAGEMENT LLC 5,769$650,0000.49%
Zions Bancorporation 22,690$2,556,0000.45%
Charles Schwab Investment Advisory, Inc. 502,802$56,625,0000.39%
Exchange Capital Management, Inc. 7,522$847,0000.32%
Sigma Planning Corp 21,903$2,467,0000.27%
AT Bancorp 14,026$1,580,0000.21%
View complete list of ISHARES TR shareholders