ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 129 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| PERSONAL FINANCIAL CONSULTANTS INC /ADV | 22,184 | $2,487,000 | 2.10% |
| UBP Investment Advisors SA | 15,574 | $1,746,000 | 1.85% |
| Aveo Capital Partners, LLC | 24,100 | $2,702,000 | 1.35% |
| WBI INVESTMENTS, LLC | 97,311 | $10,912,000 | 1.23% |
| RKL Wealth Management LLC | 43,908 | $4,923,000 | 1.14% |
| Beaumont Financial Partners, LLC | 31,350 | $3,515,000 | 0.57% |
| Strategic Wealth Partners, Ltd. | 9,561 | $1,088,000 | 0.55% |
| Karp Capital Management Corp | 9,675 | $1,085,000 | 0.52% |
| WealthShield Partners, LLC | 6,541 | $733,000 | 0.50% |
| ASSETMARK, INC | 442,993 | $49,673,000 | 0.48% |