Efficient Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 150 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Efficient Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$201,000
-3.8%
1,824
-1.9%
0.02%
+6.2%
Q1 2022$209,000
-1.9%
1,859
+2.3%
0.02%
+6.7%
Q4 2021$213,000
-6.2%
1,818
-5.1%
0.02%
-31.8%
Q3 2021$227,000
-42.4%
1,915
-42.5%
0.02%
-55.1%
Q2 2021$394,000
+1.8%
3,329
+1.3%
0.05%
-7.5%
Q1 2021$387,000
-5.6%
3,286
-4.2%
0.05%
-15.9%
Q4 2020$410,000
-35.0%
3,430
-34.2%
0.06%
-45.7%
Q3 2020$631,000
+1.6%
5,213
+1.7%
0.12%
+0.9%
Q2 2020$621,000
+12.1%
5,128
+11.6%
0.12%
-0.9%
Q1 2020$554,000
+16.9%
4,595
+12.1%
0.12%
+39.8%
Q4 2019$474,000
-2.5%
4,098
-1.7%
0.08%
-6.7%
Q3 2019$486,000
-3.4%
4,168
-4.5%
0.09%
+1.1%
Q2 2019$503,000
-0.6%
4,363
-2.1%
0.09%0.0%
Q1 2019$506,000
+7.2%
4,456
+5.9%
0.09%0.0%
Q4 2018$472,000
-19.5%
4,206
-20.5%
0.09%
-12.0%
Q3 2018$586,000
-2.0%
5,292
-1.4%
0.10%
-2.0%
Q2 2018$598,000
-6.0%
5,365
-5.5%
0.10%
-4.7%
Q1 2018$636,000
-1.5%
5,680
-0.6%
0.11%
-0.9%
Q4 2017$646,000
+0.3%
5,716
+0.9%
0.11%
-2.7%
Q3 2017$644,000
-2.1%
5,665
-2.2%
0.11%
+14.4%
Q2 2017$658,000
+0.2%
5,791
-0.3%
0.10%
+5.4%
Q1 2017$657,000
-0.3%
5,810
-0.6%
0.09%
-2.1%
Q4 2016$659,000
-0.5%
5,847
+2.1%
0.09%
-3.1%
Q3 2016$662,000
+0.8%
5,729
+1.1%
0.10%
-6.7%
Q2 2016$657,000
+3.6%
5,668
+2.6%
0.10%
-8.8%
Q1 2016$634,000
-2.6%
5,523
-4.0%
0.11%
-19.7%
Q4 2015$651,000
-10.1%
5,755
-9.3%
0.14%
-12.3%
Q3 2015$724,000
-9.6%
6,344
-10.4%
0.16%
-3.0%
Q2 2015$801,000
-28.4%
7,078
-29.6%
0.17%
-41.8%
Q3 2013$1,119,000
-3.9%
10,057
-4.4%
0.29%
-11.7%
Q2 2013$1,165,00010,5200.32%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 3,018$326,6384.78%
Capstone Triton Financial Group, LLC 27,558$2,982,5722.24%
Beaumont Capital Management, LLC 27,911$3,020,8082.10%
SIGNET FINANCIAL MANAGEMENT, LLC 99,464$10,764,9441.81%
Measured Wealth Private Client Group, LLC 31,856$3,447,7611.33%
RKL Wealth Management LLC 95,728$10,360,6381.31%
Jaffetilchin Investment Partners, LLC 104,447$11,304,2761.28%
Renasant Bank 13,588$1,470,6291.14%
Executive Wealth Management, LLC 74,405$8,052,8860.89%
CVA Family Office, LLC 28,672$3,103,1710.69%
View complete list of ISHARES TR shareholders