ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 148 filers reported holding ISHARES TR in Q2 2023. 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 ↓ |
|---|---|---|---|
| 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% |