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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $258,944 | 0.0% | 2,433 | 0.0% | 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 | $321,000 | – | 2,710 | – | 0.10% | – |
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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% |