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 | $339,567 | -55.4% | 3,209 | -54.9% | 0.00% | -50.0% |
| Q2 2023 | $761,637 | +4.9% | 7,120 | +4.5% | 0.01% | -57.1% |
| Q3 2022 | $726,000 | +66.9% | 6,816 | +72.4% | 0.01% | +100.0% |
| Q2 2022 | $435,000 | -1.1% | 3,953 | +0.9% | 0.01% | +16.7% |
| Q1 2022 | $440,000 | -2.9% | 3,917 | +1.4% | 0.01% | 0.0% |
| Q4 2021 | $453,000 | -12.5% | 3,862 | -11.7% | 0.01% | -25.0% |
| Q3 2021 | $518,000 | – | 4,374 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capstone Triton Financial Group, LLC | 32,959 | $3,630,000 | 2.74% |
| Bridge Advisory, LLC | 46,947 | $5,160,000 | 2.49% |
| Beaumont Capital Management, LLC | 24,552 | $2,700,000 | 2.23% |
| RKL Wealth Management LLC | 96,076 | $10,566,000 | 1.45% |
| Measured Wealth Private Client Group, LLC | 27,880 | $3,066,000 | 1.35% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 59,960 | $6,594,000 | 1.26% |
| Renasant Bank | 13,766 | $1,514,000 | 1.24% |
| TriaGen Wealth Management LLC | 11,418 | $1,256,000 | 0.89% |
| BTS Asset Management, Inc. | 3,036 | $334,000 | 0.75% |
| WBI INVESTMENTS, LLC | 26,662 | $2,904,000 | 0.63% |