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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $606,000 | -7.6% | 5,694 | -4.5% | 0.38% | +11.8% |
| Q2 2022 | $656,000 | -64.7% | 5,964 | -64.0% | 0.34% | -66.7% |
| Q1 2022 | $1,858,000 | -8.1% | 16,545 | -4.1% | 1.02% | +11.0% |
| Q4 2021 | $2,022,000 | -12.5% | 17,254 | -11.5% | 0.92% | -16.4% |
| Q3 2021 | $2,310,000 | +4.3% | 19,495 | +4.2% | 1.10% | -11.2% |
| Q2 2021 | $2,215,000 | -4.0% | 18,713 | -4.5% | 1.24% | -6.8% |
| Q1 2021 | $2,308,000 | -7.5% | 19,603 | -6.0% | 1.33% | -23.5% |
| Q4 2020 | $2,495,000 | +11.7% | 20,865 | +13.1% | 1.73% | -11.1% |
| Q3 2020 | $2,234,000 | +22.1% | 18,451 | +22.2% | 1.95% | +16.1% |
| Q2 2020 | $1,829,000 | -2.7% | 15,101 | -3.1% | 1.68% | -42.1% |
| Q1 2020 | $1,879,000 | +13.0% | 15,582 | +8.3% | 2.90% | +132.5% |
| Q4 2019 | $1,663,000 | – | 14,392 | – | 1.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 3,018 | $326,638 | 4.78% |
| Capstone Triton Financial Group, LLC | 27,558 | $2,982,572 | 2.24% |
| Beaumont Capital Management, LLC | 27,911 | $3,020,808 | 2.10% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 99,464 | $10,764,944 | 1.81% |
| Measured Wealth Private Client Group, LLC | 31,856 | $3,447,761 | 1.33% |
| RKL Wealth Management LLC | 95,728 | $10,360,638 | 1.31% |
| Jaffetilchin Investment Partners, LLC | 104,447 | $11,304,276 | 1.28% |
| Renasant Bank | 13,588 | $1,470,629 | 1.14% |
| Executive Wealth Management, LLC | 74,405 | $8,052,886 | 0.89% |
| CVA Family Office, LLC | 28,672 | $3,103,171 | 0.69% |