ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,983 | -35.4% | 66 | -34.7% | 0.00% | -100.0% |
| Q2 2023 | $10,804 | -1.2% | 101 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,931 | +1.7% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,749 | -10.4% | 101 | -10.6% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | +140.0% | 113 | +140.4% | 0.00% | – |
| Q2 2022 | $5,000 | -58.3% | 47 | -54.8% | 0.00% | -100.0% |
| Q1 2022 | $12,000 | – | 104 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 3,018 | $326,638 | 4.78% |
| Capstone Triton Financial Group, LLC | 27,558 | $2,982,572 | 2.24% |
| Beaumont Capital Management, LLC | 27,911 | $3,020,808 | 2.10% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 99,464 | $10,764,944 | 1.81% |
| Measured Wealth Private Client Group, LLC | 31,856 | $3,447,761 | 1.33% |
| RKL Wealth Management LLC | 95,728 | $10,360,638 | 1.31% |
| Jaffetilchin Investment Partners, LLC | 104,447 | $11,304,276 | 1.28% |
| Renasant Bank | 13,588 | $1,470,629 | 1.14% |
| Executive Wealth Management, LLC | 74,405 | $8,052,886 | 0.89% |
| CVA Family Office, LLC | 28,672 | $3,103,171 | 0.69% |