ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 62 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $106,000 | +1.0% | 915 | 0.0% | 0.01% | +16.7% |
| Q1 2016 | $105,000 | +1.0% | 915 | 0.0% | 0.01% | -33.3% |
| Q4 2015 | $104,000 | -45.3% | 915 | -45.0% | 0.02% | -37.9% |
| Q3 2015 | $190,000 | -11.6% | 1,663 | -12.6% | 0.03% | -6.5% |
| Q2 2015 | $215,000 | -0.9% | 1,903 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $217,000 | +0.9% | 1,903 | 0.0% | 0.03% | -6.1% |
| Q4 2014 | $215,000 | +0.5% | 1,903 | 0.0% | 0.03% | 0.0% |
| Q3 2014 | $214,000 | +11.5% | 1,903 | +11.9% | 0.03% | +17.9% |
| Q2 2014 | $192,000 | -11.9% | 1,701 | -12.8% | 0.03% | -9.7% |
| Q1 2014 | $218,000 | +0.9% | 1,950 | 0.0% | 0.03% | -3.1% |
| Q4 2013 | $216,000 | -0.5% | 1,950 | 0.0% | 0.03% | -8.6% |
| Q3 2013 | $217,000 | – | 1,950 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PERSONAL FINANCIAL CONSULTANTS INC /ADV | 22,184 | $2,487,000 | 2.10% |
| UBP Investment Advisors SA | 15,574 | $1,746,000 | 1.85% |
| Aveo Capital Partners, LLC | 24,100 | $2,702,000 | 1.35% |
| WBI INVESTMENTS, LLC | 97,311 | $10,912,000 | 1.23% |
| RKL Wealth Management LLC | 43,908 | $4,923,000 | 1.14% |
| Beaumont Financial Partners, LLC | 31,350 | $3,515,000 | 0.57% |
| Strategic Wealth Partners, Ltd. | 9,561 | $1,088,000 | 0.55% |
| Karp Capital Management Corp | 9,675 | $1,085,000 | 0.52% |
| WealthShield Partners, LLC | 6,541 | $733,000 | 0.50% |
| ASSETMARK, INC | 442,993 | $49,673,000 | 0.48% |