Rockefeller Capital Management L.P. - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 141 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Rockefeller Capital Management L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$9
-99.9%
890.0%0.00%
Q3 2022$9,000
+200.0%
89
+196.7%
0.00%
Q2 2022$3,000
-75.0%
30
-73.5%
0.00%
Q1 2022$12,000
+50.0%
113
+52.7%
0.00%
Q4 2021$8,000
-63.6%
74
-61.1%
0.00%
Q3 2021$22,000
+100.0%
190
+97.9%
0.00%
Q2 2021$11,000
+37.5%
96
+37.1%
0.00%
Q1 2021$8,0000.0%700.0%0.00%
Q4 2020$8,0000.0%700.0%0.00%
Q3 2020$8,0000.0%700.0%0.00%
Q2 2020$8,000
+14.3%
70
+29.6%
0.00%
Q1 2020$7,000
+16.7%
540.0%0.00%
Q4 2019$6,000540.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Charles Schwab Investment Advisory, Inc. 382,967$42,337,0001.58%
Beaumont Financial Partners, LLC 147,501$16,306,0001.34%
Rehmann Capital Advisory Group 27,643$3,056,0000.92%
WRAPMANAGER INC 8,803$973,0000.73%
NewSquare Capital LLC 12,896$1,426,0000.69%
JAMES INVESTMENT RESEARCH INC 154,990$17,134,0000.54%
Fusion Investment Group, LLC 6,456$714,0000.53%
Bluefin Trading, LLC 50,664$5,601,0000.44%
Exchange Capital Management, Inc. 8,056$891,0000.43%
Checchi Capital Advisers, LLC 3,763$416,0000.32%
View complete list of ISHARES TR shareholders