Founders Financial Alliance, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 148 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,368
-1.1%
980.0%0.01%
+25.0%
Q2 2023$10,483
-1.2%
980.0%0.00%
-20.0%
Q1 2023$10,607
+1.7%
980.0%0.01%0.0%
Q4 2022$10,430
+4.3%
980.0%0.01%0.0%
Q3 2022$10,000
-9.1%
98
-4.9%
0.01%
-16.7%
Q2 2022$11,000
-67.6%
103
-66.2%
0.01%
-60.0%
Q1 2022$34,000
-5.6%
3050.0%0.02%
+7.1%
Q4 2021$36,0000.0%3050.0%0.01%
-17.6%
Q3 2021$36,000
-14.3%
305
-12.9%
0.02%
-10.5%
Q2 2021$42,000
+223.1%
350
+239.8%
0.02%
+216.7%
Q1 2021$13,000
+8.3%
103
+5.1%
0.01%
-14.3%
Q4 2020$12,0000.0%980.0%0.01%0.0%
Q3 2020$12,000980.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Capstone Triton Financial Group, LLC 32,959$3,630,0002.74%
Bridge Advisory, LLC 46,947$5,160,0002.49%
Beaumont Capital Management, LLC 24,552$2,700,0002.23%
RKL Wealth Management LLC 96,076$10,566,0001.45%
Measured Wealth Private Client Group, LLC 27,880$3,066,0001.35%
SIGNET FINANCIAL MANAGEMENT, LLC 59,960$6,594,0001.26%
Renasant Bank 13,766$1,514,0001.24%
TriaGen Wealth Management LLC 11,418$1,256,0000.89%
BTS Asset Management, Inc. 3,036$334,0000.75%
WBI INVESTMENTS, LLC 26,662$2,904,0000.63%
View complete list of ISHARES TR shareholders