Advisory Services Network, LLC - ISHARES TR ownership

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
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$351,999
-0.0%
3,327
+1.1%
0.01%0.0%
Q2 2023$352,026
-5.5%
3,291
-4.4%
0.01%
-10.0%
Q1 2023$372,549
+1935.1%
3,442
+1901.2%
0.01%
+900.0%
Q4 2022$18,306
+510.2%
172
+681.8%
0.00%
Q2 2021$3,0000.0%22
+4.8%
0.00%
Q4 2020$3,000
-25.0%
21
-43.2%
0.00%
Q3 2020$4,000
-86.7%
37
-84.8%
0.00%
-100.0%
Q1 2020$30,000
+328.6%
244
+320.7%
0.00%
Q4 2019$7,000
-22.2%
58
-26.6%
0.00%
-100.0%
Q3 2019$9,0000.0%790.0%0.00%0.0%
Q2 2019$9,0000.0%79
-4.8%
0.00%0.0%
Q1 2019$9,000
-72.7%
83
-72.1%
0.00%
-66.7%
Q4 2018$33,000
+725.0%
297
+748.6%
0.00%
Q3 2018$4,0000.0%350.0%0.00%
Q2 2018$4,0000.0%350.0%0.00%
Q1 2018$4,000
-42.9%
35
-41.7%
0.00%
-100.0%
Q4 2017$7,0000.0%600.0%0.00%0.0%
Q3 2017$7,000
+133.3%
60
+100.0%
0.00%0.0%
Q3 2016$3,000
-25.0%
30
-18.9%
0.00%0.0%
Q2 2016$4,0000.0%370.0%0.00%0.0%
Q1 2016$4,000
-20.0%
37
-15.9%
0.00%
-50.0%
Q4 2015$5,000440.00%
Other shareholders
ISHARES TR shareholders Q1 2023
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