ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 129 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $575,000 | -5.3% | 5,124 | 0.0% | 0.04% | -14.6% |
| Q4 2021 | $607,000 | 0.0% | 5,124 | 0.0% | 0.05% | -14.3% |
| Q3 2021 | $607,000 | 0.0% | 5,124 | 0.0% | 0.06% | +21.7% |
| Q2 2021 | $607,000 | +0.7% | 5,124 | 0.0% | 0.05% | -11.5% |
| Q1 2021 | $603,000 | -1.6% | 5,124 | 0.0% | 0.05% | -7.1% |
| Q4 2020 | $613,000 | -1.1% | 5,124 | 0.0% | 0.06% | -13.8% |
| Q3 2020 | $620,000 | -0.2% | 5,124 | 0.0% | 0.06% | -8.5% |
| Q2 2020 | $621,000 | +0.5% | 5,124 | 0.0% | 0.07% | -21.1% |
| Q1 2020 | $618,000 | – | 5,124 | – | 0.09% | – |
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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% |