ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 148 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,186,795 | +292.5% | 10,945 | +287.2% | 0.08% | +285.0% |
| Q2 2023 | $302,393 | -1.6% | 2,827 | -0.4% | 0.02% | -4.8% |
| Q1 2023 | $307,265 | -46.7% | 2,839 | -47.6% | 0.02% | -48.8% |
| Q4 2022 | $576,106 | +87.7% | 5,413 | +87.8% | 0.04% | +78.3% |
| Q3 2022 | $307,000 | -61.7% | 2,883 | -60.4% | 0.02% | -61.0% |
| Q2 2022 | $802,000 | +95.6% | 7,288 | +99.5% | 0.06% | +110.7% |
| Q1 2022 | $410,000 | +54.1% | 3,653 | +61.1% | 0.03% | +33.3% |
| Q4 2021 | $266,000 | -83.3% | 2,268 | -83.2% | 0.02% | -84.9% |
| Q3 2021 | $1,595,000 | +7.7% | 13,466 | +7.7% | 0.14% | +6.1% |
| Q2 2021 | $1,481,000 | -21.9% | 12,507 | -22.4% | 0.13% | -30.7% |
| Q1 2021 | $1,897,000 | +49.0% | 16,109 | +51.3% | 0.19% | +26.8% |
| Q4 2020 | $1,273,000 | -2.2% | 10,649 | -0.9% | 0.15% | -14.4% |
| Q3 2020 | $1,302,000 | +25.6% | 10,751 | +25.6% | 0.17% | +16.8% |
| Q2 2020 | $1,037,000 | +262.6% | 8,562 | +261.3% | 0.15% | +231.1% |
| Q1 2020 | $286,000 | -74.5% | 2,370 | -75.3% | 0.04% | -73.2% |
| Q3 2019 | $1,120,000 | +130.9% | 9,614 | +128.6% | 0.17% | +121.1% |
| Q2 2019 | $485,000 | – | 4,205 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UBP Investment Advisors SA | 24,575 | $2,719,000 | 3.20% |
| WealthShield Partners, LLC | 57,218 | $3,866,000 | 2.36% |
| RKL Wealth Management LLC | 40,722 | $4,546,000 | 1.03% |
| RFG Advisory, LLC | 26,101 | $2,908,000 | 0.88% |
| AT Bancorp | 21,689 | $2,416,000 | 0.27% |
| Morningstar Investment Services LLC | 119,702 | $13,337,000 | 0.25% |
| ASSETMARK, INC | 208,810 | $23,266,000 | 0.23% |
| Weatherstone Capital Management | 2,530 | $282,000 | 0.22% |
| Lucia Wealth Services, LLC | 4,588 | $511,000 | 0.22% |
| JAMES INVESTMENT RESEARCH, INC. | 44,798 | $4,991,000 | 0.19% |