OSAIC HOLDINGS, INC. - ISHARES TR ownership

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
OSAIC HOLDINGS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,623,240
+412.0%
81,504
+417.7%
0.01%
+333.3%
Q2 2023$1,684,359
-68.3%
15,744
-68.0%
0.00%
-70.0%
Q1 2023$5,321,823
+220.8%
49,170
+215.4%
0.01%
+233.3%
Q4 2022$1,658,760
+9.0%
15,591
+9.0%
0.00%0.0%
Q3 2022$1,522,000
-13.0%
14,298
-10.1%
0.00%
-25.0%
Q2 2022$1,750,000
-39.2%
15,913
-33.7%
0.00%
-33.3%
Q1 2022$2,877,000
-36.4%
23,999
-37.8%
0.01%
-33.3%
Q4 2021$4,521,000
+22.4%
38,577
+23.7%
0.01%
+12.5%
Q3 2021$3,695,000
-33.8%
31,178
-33.9%
0.01%
-33.3%
Q2 2021$5,580,000
-47.9%
47,133
-48.2%
0.01%
-53.8%
Q1 2021$10,705,000
+3.3%
90,922
+4.9%
0.03%
-7.1%
Q4 2020$10,360,000
+43.1%
86,653
+45.0%
0.03%
+27.3%
Q3 2020$7,238,000
-32.9%
59,762
-32.9%
0.02%
-38.9%
Q2 2020$10,782,000
-3.8%
89,035
-25.2%
0.04%
-21.7%
Q1 2020$11,208,000119,0940.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
UBP Investment Advisors SA 266,551$9,840,0003.66%
Bridge Advisory, LLC 71,195$7,995,0003.49%
Capstone Triton Financial Group, LLC 44,852$4,963,0003.46%
Measured Wealth Private Client Group, LLC 47,257$5,307,0001.95%
Beaumont Capital Management, LLC 25,904$2,909,0001.87%
RKL Wealth Management LLC 94,704$10,635,0001.28%
Bell Rock Capital LLC 11,437$1,273,0001.19%
Renasant Bank 15,259$1,713,0001.15%
Karp Capital Management Corp 64,897$7,288,0001.06%
Total Clarity Wealth Management, Inc. 16,545$1,858,0001.02%
View complete list of ISHARES TR shareholders