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 | $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% |