ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 144 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $514,000 | +30.8% | 4,363 | +32.8% | 0.22% | +16.3% |
| Q4 2020 | $393,000 | +33.7% | 3,285 | +34.8% | 0.19% | -15.6% |
| Q1 2020 | $294,000 | +18.5% | 2,437 | +14.5% | 0.22% | +27.1% |
| Q3 2019 | $248,000 | -52.9% | 2,128 | -53.4% | 0.18% | -52.4% |
| Q2 2019 | $526,000 | +3.3% | 4,564 | +1.8% | 0.37% | -35.3% |
| Q1 2019 | $509,000 | -0.4% | 4,485 | -1.6% | 0.58% | +28.6% |
| Q4 2018 | $511,000 | – | 4,560 | – | 0.45% | – |
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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% |