ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,300 | -1.1% | 2,810 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $300,575 | -2.0% | 2,810 | -0.9% | 0.02% | -11.1% |
| Q1 2023 | $306,832 | +0.7% | 2,835 | -0.9% | 0.02% | -14.3% |
| Q4 2022 | $304,603 | +4.3% | 2,862 | +4.5% | 0.02% | -4.5% |
| Q3 2022 | $292,000 | -2.0% | 2,740 | +1.1% | 0.02% | -4.3% |
| Q2 2022 | $298,000 | 0.0% | 2,710 | +2.2% | 0.02% | +9.5% |
| Q1 2022 | $298,000 | -10.8% | 2,652 | -7.0% | 0.02% | -12.5% |
| Q4 2021 | $334,000 | +6.7% | 2,852 | +7.9% | 0.02% | 0.0% |
| Q3 2021 | $313,000 | +0.3% | 2,643 | +0.4% | 0.02% | -4.0% |
| Q2 2021 | $312,000 | +14.7% | 2,633 | +13.8% | 0.02% | 0.0% |
| Q1 2021 | $272,000 | -1.8% | 2,313 | 0.0% | 0.02% | -3.8% |
| Q4 2020 | $277,000 | +0.4% | 2,313 | +1.5% | 0.03% | -16.1% |
| Q3 2020 | $276,000 | +1.1% | 2,279 | +1.2% | 0.03% | -16.2% |
| Q2 2020 | $273,000 | – | 2,251 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 3,018 | $326,638 | 4.78% |
| Capstone Triton Financial Group, LLC | 27,558 | $2,982,572 | 2.24% |
| Beaumont Capital Management, LLC | 27,911 | $3,020,808 | 2.10% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 99,464 | $10,764,944 | 1.81% |
| Measured Wealth Private Client Group, LLC | 31,856 | $3,447,761 | 1.33% |
| RKL Wealth Management LLC | 95,728 | $10,360,638 | 1.31% |
| Jaffetilchin Investment Partners, LLC | 104,447 | $11,304,276 | 1.28% |
| Renasant Bank | 13,588 | $1,470,629 | 1.14% |
| Executive Wealth Management, LLC | 74,405 | $8,052,886 | 0.89% |
| CVA Family Office, LLC | 28,672 | $3,103,171 | 0.69% |