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 | $557,888 | -0.9% | 5,273 | +0.2% | 0.29% | -1.7% |
| Q2 2023 | $562,963 | +1.9% | 5,263 | +3.2% | 0.29% | -2.7% |
| Q1 2023 | $552,207 | +9.9% | 5,102 | +8.1% | 0.30% | +3.1% |
| Q4 2022 | $502,473 | -24.1% | 4,721 | -24.0% | 0.29% | -30.6% |
| Q3 2022 | $661,595 | +10.4% | 6,212 | +14.0% | 0.42% | +9.4% |
| Q2 2022 | $599,299 | -2.2% | 5,449 | -0.1% | 0.38% | +11.4% |
| Q1 2022 | $612,723 | – | 5,456 | – | 0.34% | – |
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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% |