Checchi Capital Advisers, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 153 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Checchi Capital Advisers, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$220,383
-1.8%
2,083
-0.7%
0.02%0.0%
Q2 2023$224,415
-20.2%
2,098
-19.3%
0.02%
-25.9%
Q1 2023$281,290
+13.6%
2,599
+11.7%
0.03%
+3.8%
Q4 2022$247,556
-53.2%
2,326
-53.2%
0.03%
-46.9%
Q3 2022$529,000
-20.6%
4,967
-17.0%
0.05%
-15.5%
Q2 2022$666,000
-32.9%
5,986
-32.3%
0.06%
-31.0%
Q1 2022$993,000
+11.3%
8,840
+16.1%
0.08%
+7.7%
Q4 2021$892,000
+5.3%
7,614
+6.5%
0.08%
-7.1%
Q3 2021$847,000
-1.9%
7,152
-1.9%
0.08%
-1.2%
Q2 2021$863,000
+13.4%
7,287
+12.8%
0.08%
+13.3%
Q1 2021$761,000
+4.1%
6,460
+5.7%
0.08%0.0%
Q4 2020$731,000
+4.3%
6,111
+5.6%
0.08%
-3.8%
Q3 2020$701,000
-0.7%
5,789
-0.6%
0.08%
-7.1%
Q2 2020$706,000
-11.1%
5,826
-11.5%
0.08%
+10.5%
Q1 2020$794,000
+36.2%
6,585
+30.5%
0.08%
-2.6%
Q4 2019$583,000
-13.0%
5,047
-12.2%
0.08%
-10.3%
Q3 2019$670,000
-2.9%
5,746
-4.0%
0.09%
-1.1%
Q2 2019$690,000
+10.8%
5,985
+9.1%
0.09%
+20.5%
Q1 2019$623,000
-50.1%
5,486
-50.7%
0.07%
-54.7%
Q4 2018$1,249,000
+64.1%
11,139
+62.1%
0.16%
+83.0%
Q3 2018$761,000
+4.1%
6,870
+4.8%
0.09%
-4.3%
Q2 2018$731,000
+6.4%
6,558
+6.9%
0.09%
+1.1%
Q1 2018$687,000
-2.6%
6,136
-1.6%
0.09%
-4.2%
Q4 2017$705,000
+1.3%
6,233
+1.8%
0.10%
+35.7%
Q3 2017$696,000
+1.5%
6,121
+1.5%
0.07%
-6.7%
Q2 2017$686,000
+0.9%
6,032
+0.3%
0.08%
-3.8%
Q1 2017$680,000
-3.1%
6,011
-3.6%
0.08%
-17.9%
Q4 2016$702,000
-2.2%
6,238
+0.5%
0.10%
+17.3%
Q3 2016$718,000
-0.6%
6,210
-0.3%
0.08%
-1.2%
Q2 2016$722,000
+5.4%
6,231
+4.4%
0.08%
-46.1%
Q1 2016$685,000
-0.1%
5,966
-1.6%
0.15%
-12.1%
Q4 2015$686,000
-1.6%
6,063
-0.8%
0.17%
-8.5%
Q3 2015$697,000
+1.8%
6,109
+1.0%
0.19%
+4.4%
Q2 2015$685,000
+5.4%
6,051
+6.3%
0.18%
-5.7%
Q1 2015$650,000
-16.2%
5,695
-17.0%
0.19%
-34.0%
Q4 2014$776,000
+34.7%
6,864
+33.7%
0.29%
+23.3%
Q3 2014$576,000
-21.3%
5,133
-21.0%
0.24%
-29.3%
Q2 2014$732,000
+48.8%
6,496
+47.2%
0.33%
+10.6%
Q1 2014$492,000
+18.3%
4,413
+17.3%
0.30%
-6.8%
Q4 2013$416,0003,7630.32%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Capstone Triton Financial Group, LLC 32,959$3,630,0002.74%
Bridge Advisory, LLC 46,947$5,160,0002.49%
Beaumont Capital Management, LLC 24,552$2,700,0002.23%
RKL Wealth Management LLC 96,076$10,566,0001.45%
Measured Wealth Private Client Group, LLC 27,880$3,066,0001.35%
SIGNET FINANCIAL MANAGEMENT, LLC 59,960$6,594,0001.26%
Renasant Bank 13,766$1,514,0001.24%
TriaGen Wealth Management LLC 11,418$1,256,0000.89%
BTS Asset Management, Inc. 3,036$334,0000.75%
WBI INVESTMENTS, LLC 26,662$2,904,0000.63%
View complete list of ISHARES TR shareholders