ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 142 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $10,589 | -0.3% | 98 | 0.0% | 0.00% | -25.0% |
| Q4 2023 | $10,626 | +2.5% | 98 | 0.0% | 0.00% | -20.0% |
| 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 | 24,575 | $2,719,000 | 3.20% |
| WealthShield Partners, LLC | 57,218 | $3,866,000 | 2.36% |
| RKL Wealth Management LLC | 40,722 | $4,546,000 | 1.03% |
| RFG Advisory, LLC | 26,101 | $2,908,000 | 0.88% |
| AT Bancorp | 21,689 | $2,416,000 | 0.27% |
| Morningstar Investment Services LLC | 119,702 | $13,337,000 | 0.25% |
| ASSETMARK, INC | 208,810 | $23,266,000 | 0.23% |
| Weatherstone Capital Management | 2,530 | $282,000 | 0.22% |
| Lucia Wealth Services, LLC | 4,588 | $511,000 | 0.22% |
| JAMES INVESTMENT RESEARCH, INC. | 44,798 | $4,991,000 | 0.19% |