ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 141 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $28,789 | +1.7% | 266 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $28,310 | +1.1% | 266 | 0.0% | 0.01% | -6.7% |
| Q3 2022 | $28,000 | -3.4% | 266 | 0.0% | 0.02% | -11.8% |
| Q2 2022 | $29,000 | -3.3% | 266 | 0.0% | 0.02% | +6.2% |
| Q1 2022 | $30,000 | -3.2% | 266 | 0.0% | 0.02% | +6.7% |
| Q4 2021 | $31,000 | -3.1% | 266 | 0.0% | 0.02% | -28.6% |
| Q3 2021 | $32,000 | +3.2% | 266 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $31,000 | 0.0% | 266 | 0.0% | 0.02% | -16.0% |
| Q1 2021 | $31,000 | -3.1% | 266 | 0.0% | 0.02% | -16.7% |
| Q4 2020 | $32,000 | – | 266 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 3,018 | $326,638 | 4.78% |
| Capstone Triton Financial Group, LLC | 27,558 | $2,982,572 | 2.24% |
| Beaumont Capital Management, LLC | 27,911 | $3,020,808 | 2.10% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 99,464 | $10,764,944 | 1.81% |
| Measured Wealth Private Client Group, LLC | 31,856 | $3,447,761 | 1.33% |
| RKL Wealth Management LLC | 95,728 | $10,360,638 | 1.31% |
| Jaffetilchin Investment Partners, LLC | 104,447 | $11,304,276 | 1.28% |
| Renasant Bank | 13,588 | $1,470,629 | 1.14% |
| Executive Wealth Management, LLC | 74,405 | $8,052,886 | 0.89% |
| CVA Family Office, LLC | 28,672 | $3,103,171 | 0.69% |