ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 126 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $316,248 | -25.4% | 2,922 | -26.7% | 0.02% | -34.6% |
| Q4 2022 | $424,017 | -46.6% | 3,984 | -46.6% | 0.03% | -51.9% |
| Q3 2022 | $794,000 | -10.4% | 7,455 | -7.5% | 0.05% | -8.5% |
| Q2 2022 | $886,000 | -25.5% | 8,060 | -23.9% | 0.06% | -18.1% |
| Q1 2022 | $1,190,000 | -70.1% | 10,598 | -68.8% | 0.07% | -71.0% |
| Q4 2021 | $3,977,000 | -6.6% | 33,941 | -5.6% | 0.25% | -14.5% |
| Q3 2021 | $4,258,000 | -5.3% | 35,940 | -5.4% | 0.29% | -10.2% |
| Q2 2021 | $4,495,000 | +659.3% | 37,975 | +655.4% | 0.32% | +533.3% |
| Q1 2021 | $592,000 | +136.8% | 5,027 | +140.4% | 0.05% | +131.8% |
| Q4 2020 | $250,000 | +76.1% | 2,091 | +70.4% | 0.02% | +22.2% |
| Q4 2019 | $142,000 | +6.8% | 1,227 | +7.3% | 0.02% | -18.2% |
| Q3 2019 | $133,000 | – | 1,143 | – | 0.02% | – |
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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% |