ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 150 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,368 | -1.1% | 98 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $10,483 | -1.2% | 98 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $10,607 | +1.7% | 98 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $10,430 | +4.3% | 98 | 0.0% | 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% | 305 | 0.0% | 0.02% | +7.1% |
| Q4 2021 | $36,000 | 0.0% | 305 | 0.0% | 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 | $12,000 | 0.0% | 98 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | – | 98 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UBP Investment Advisors SA | 266,551 | $9,840,000 | 3.66% |
| Bridge Advisory, LLC | 71,195 | $7,995,000 | 3.49% |
| Capstone Triton Financial Group, LLC | 44,852 | $4,963,000 | 3.46% |
| Measured Wealth Private Client Group, LLC | 47,257 | $5,307,000 | 1.95% |
| Beaumont Capital Management, LLC | 25,904 | $2,909,000 | 1.87% |
| RKL Wealth Management LLC | 94,704 | $10,635,000 | 1.28% |
| Bell Rock Capital LLC | 11,437 | $1,273,000 | 1.19% |
| Renasant Bank | 15,259 | $1,713,000 | 1.15% |
| Karp Capital Management Corp | 64,897 | $7,288,000 | 1.06% |
| Total Clarity Wealth Management, Inc. | 16,545 | $1,858,000 | 1.02% |