LifePro Asset Management - 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
LifePro Asset Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$258,9440.0%2,4330.0%0.19%
-0.5%
Q4 2022$258,944
-6.5%
2,433
-6.6%
0.19%
+18.9%
Q3 2022$277,000
-12.3%
2,604
-9.3%
0.16%
-3.0%
Q2 2022$316,000
-10.5%
2,872
-8.7%
0.16%
+29.1%
Q1 2022$353,000
+13.1%
3,145
+18.1%
0.13%
+38.0%
Q4 2021$312,000
-2.8%
2,664
-1.7%
0.09%
-5.2%
Q3 2021$321,0002,7100.10%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 3,018$326,6384.78%
Capstone Triton Financial Group, LLC 27,558$2,982,5722.24%
Beaumont Capital Management, LLC 27,911$3,020,8082.10%
SIGNET FINANCIAL MANAGEMENT, LLC 99,464$10,764,9441.81%
Measured Wealth Private Client Group, LLC 31,856$3,447,7611.33%
RKL Wealth Management LLC 95,728$10,360,6381.31%
Jaffetilchin Investment Partners, LLC 104,447$11,304,2761.28%
Renasant Bank 13,588$1,470,6291.14%
Executive Wealth Management, LLC 74,405$8,052,8860.89%
CVA Family Office, LLC 28,672$3,103,1710.69%
View complete list of ISHARES TR shareholders