ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 141 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,331 | -1.1% | 126 | 0.0% | 0.02% | +10.5% |
| Q2 2023 | $13,478 | -1.2% | 126 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $13,637 | +1.7% | 126 | 0.0% | 0.02% | +11.1% |
| Q4 2022 | $13,410 | +3.2% | 126 | 0.0% | 0.02% | +20.0% |
| Q3 2022 | $13,000 | -7.1% | 126 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $14,000 | 0.0% | 126 | 0.0% | 0.02% | +15.4% |
| Q1 2022 | $14,000 | -6.7% | 126 | 0.0% | 0.01% | +8.3% |
| Q4 2021 | $15,000 | 0.0% | 126 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $15,000 | -44.4% | 126 | -44.2% | 0.01% | -42.9% |
| Q2 2010 | $27,000 | – | 226 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 3,018 | $319,306 | 5.41% |
| Beaumont Capital Management, LLC | 39,802 | $4,211,083 | 3.04% |
| Great Diamond Partners, LLC | 75,516 | $7,989,653 | 2.16% |
| Capstone Triton Financial Group, LLC | 27,469 | $2,906,261 | 2.12% |
| Jaffetilchin Investment Partners, LLC | 139,728 | $14,783,331 | 1.63% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 87,952 | $9,305,370 | 1.54% |
| RKL Wealth Management LLC | 97,979 | $10,366,268 | 1.27% |
| Renasant Bank | 13,355 | $1,412,969 | 1.19% |
| Measured Wealth Private Client Group, LLC | 27,493 | $2,908,765 | 1.17% |
| Executive Wealth Management, LLC | 73,541 | $7,780,760 | 0.81% |