ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 145 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,412,969 | -1.8% | 13,355 | -0.8% | 1.19% | +1.2% |
| Q2 2023 | $1,439,551 | -2.1% | 13,458 | -1.0% | 1.18% | +2.9% |
| Q1 2023 | $1,470,629 | +1.3% | 13,588 | -0.4% | 1.14% | +4.2% |
| Q4 2022 | $1,451,492 | -0.0% | 13,638 | 0.0% | 1.10% | -14.4% |
| Q3 2022 | $1,452,000 | -4.1% | 13,638 | -0.9% | 1.28% | +3.6% |
| Q2 2022 | $1,514,000 | -11.6% | 13,766 | -9.8% | 1.24% | +7.2% |
| Q1 2022 | $1,713,000 | -4.7% | 15,259 | -0.5% | 1.15% | -5.7% |
| Q4 2021 | $1,797,000 | -0.1% | 15,342 | +1.1% | 1.22% | -14.2% |
| Q3 2021 | $1,798,000 | -0.8% | 15,176 | -0.8% | 1.42% | +3.9% |
| Q2 2021 | $1,812,000 | +3.0% | 15,303 | +2.5% | 1.37% | -3.0% |
| Q1 2021 | $1,759,000 | -2.2% | 14,937 | -0.7% | 1.41% | -3.9% |
| Q4 2020 | $1,798,000 | – | 15,042 | – | 1.47% | – |
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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% |