ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 146 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| UBP Investment Advisors SA | 266,551 | $9,840,000 | 3.66% |
| Bridge Advisory, LLC | 71,195 | $7,995,000 | 3.49% |
| Capstone Triton Financial Group, LLC | 44,852 | $4,963,000 | 3.46% |
| Measured Wealth Private Client Group, LLC | 47,257 | $5,307,000 | 1.95% |
| Beaumont Capital Management, LLC | 25,904 | $2,909,000 | 1.87% |
| RKL Wealth Management LLC | 94,704 | $10,635,000 | 1.28% |
| Bell Rock Capital LLC | 11,437 | $1,273,000 | 1.19% |
| Renasant Bank | 15,259 | $1,713,000 | 1.15% |
| Karp Capital Management Corp | 64,897 | $7,288,000 | 1.06% |
| Total Clarity Wealth Management, Inc. | 16,545 | $1,858,000 | 1.02% |