Bell Rock Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 97 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bell Rock Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,223,000
-3.9%
11,485
+0.4%
1.51%
+27.2%
Q1 2022$1,273,000
+31.9%
11,437
+38.6%
1.19%
+67.6%
Q4 2021$965,000
+131.4%
8,253
+139.6%
0.71%
+40.1%
Q3 2020$417,000
+3.5%
3,445
+3.6%
0.51%
-3.3%
Q2 2020$403,000
-8.4%
3,326
-8.9%
0.52%
-23.4%
Q1 2020$440,000
-2.0%
3,649
-6.9%
0.68%
+76.5%
Q4 2019$449,000
-22.6%
3,920
-22.0%
0.39%
-24.7%
Q3 2019$580,000
-3.0%
5,023
-3.5%
0.51%
-2.1%
Q2 2019$598,000
+36.5%
5,205
+34.4%
0.52%
+108.3%
Q1 2019$438,000
+16.2%
3,872
+13.7%
0.25%
-0.4%
Q4 2018$377,000
-2.3%
3,405
-3.5%
0.25%
+33.9%
Q3 2018$386,000
+27.4%
3,530
+28.7%
0.19%
+23.5%
Q2 2018$303,000
+233.0%
2,743
+230.5%
0.15%
+218.8%
Q1 2018$91,000
+37.9%
830
+42.4%
0.05%
+33.3%
Q4 2017$66,0005830.04%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Rehmann Capital Advisory Group 25,234$2,917,0000.56%
Ashfield Capital Partners, LLC 57,376$6,633,0000.55%
AT Bancorp 33,033$3,819,0000.52%
B. Riley Wealth Advisors, Inc. 22,770$2,633,0000.52%
BANK HAPOALIM BM 16,860$1,949,0000.46%
Charles Schwab Investment Advisory, Inc. 504,501$58,322,0000.46%
CETERA INVESTMENT MANAGEMENT LLC 5,958$689,0000.44%
Sigma Planning Corp 30,807$3,561,0000.42%
Zions Bancorporation 16,408$1,896,0000.36%
Exchange Capital Management, Inc. 7,549$873,0000.34%
View complete list of ISHARES TR shareholders