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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $212,000 | -2.3% | 1,929 | 0.0% | 0.18% | +105.7% |
| Q1 2022 | $217,000 | -4.0% | 1,929 | 0.0% | 0.09% | +6.1% |
| Q4 2021 | $226,000 | -1.7% | 1,929 | -0.8% | 0.08% | -12.8% |
| Q3 2021 | $230,000 | 0.0% | 1,945 | 0.0% | 0.09% | -6.0% |
| Q2 2021 | $230,000 | -30.5% | 1,945 | -30.8% | 0.10% | -37.5% |
| Q1 2021 | $331,000 | -75.4% | 2,809 | -75.0% | 0.16% | -76.7% |
| Q4 2020 | $1,345,000 | -79.3% | 11,247 | -79.0% | 0.69% | -82.0% |
| Q3 2020 | $6,489,000 | +7.7% | 53,593 | +7.7% | 3.82% | -6.8% |
| Q2 2020 | $6,024,000 | -25.7% | 49,748 | -26.0% | 4.10% | -70.8% |
| Q1 2020 | $8,105,000 | +8.2% | 67,231 | +3.8% | 14.07% | +167.3% |
| Q4 2019 | $7,489,000 | – | 64,795 | – | 5.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 3,018 | $319,306 | 5.41% |
| Beaumont Capital Management, LLC | 39,802 | $4,211,083 | 3.04% |
| Great Diamond Partners, LLC | 75,516 | $7,989,653 | 2.16% |
| Capstone Triton Financial Group, LLC | 27,469 | $2,906,261 | 2.12% |
| Jaffetilchin Investment Partners, LLC | 139,728 | $14,783,331 | 1.63% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 87,952 | $9,305,370 | 1.54% |
| RKL Wealth Management LLC | 97,979 | $10,366,268 | 1.27% |
| Renasant Bank | 13,355 | $1,412,969 | 1.19% |
| Measured Wealth Private Client Group, LLC | 27,493 | $2,908,765 | 1.17% |
| Executive Wealth Management, LLC | 73,541 | $7,780,760 | 0.81% |