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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $570,048 | -1.6% | 5,392 | -0.4% | 0.08% | 0.0% |
| Q2 2023 | $579,031 | -1.2% | 5,413 | 0.0% | 0.08% | -8.2% |
| Q1 2023 | $585,855 | -8.9% | 5,413 | -10.4% | 0.08% | +28.8% |
| Q4 2022 | $643,056 | +0.2% | 6,042 | +0.3% | 0.07% | -52.2% |
| Q3 2022 | $642,000 | +3.9% | 6,024 | +7.2% | 0.14% | +150.9% |
| Q2 2022 | $618,000 | +76.6% | 5,620 | +80.3% | 0.06% | -12.7% |
| Q1 2022 | $350,000 | -27.4% | 3,117 | -24.3% | 0.06% | -25.0% |
| Q4 2021 | $482,000 | +4.1% | 4,118 | +5.3% | 0.08% | +2.4% |
| Q3 2021 | $463,000 | +23.8% | 3,909 | +23.8% | 0.08% | +18.8% |
| Q2 2021 | $374,000 | -69.7% | 3,157 | -69.6% | 0.07% | -39.5% |
| Q1 2021 | $1,233,000 | +98.2% | 10,395 | +99.8% | 0.11% | +0.9% |
| Q4 2020 | $622,000 | +6.0% | 5,203 | +7.4% | 0.11% | -22.6% |
| Q3 2020 | $587,000 | – | 4,846 | – | 0.15% | – |
Download | ||||||
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% |