TriaGen Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 155 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TriaGen Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,256,000
+1.2%
11,418
+3.3%
0.89%
+38.5%
Q1 2022$1,241,000
+35.6%
11,050
+41.5%
0.64%
+42.5%
Q4 2021$915,000
-0.7%
7,807
+0.4%
0.45%
-9.8%
Q3 2021$921,000
+5.0%
7,774
+5.7%
0.50%
+10.8%
Q2 2021$877,000
+132.0%
7,352
+128.7%
0.45%
+108.3%
Q1 2021$378,000
-4.5%
3,214
-3.1%
0.22%
-6.5%
Q4 2020$396,0003,3160.23%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Capstone Triton Financial Group, LLC 32,959$3,630,0002.74%
Bridge Advisory, LLC 46,947$5,160,0002.49%
Beaumont Capital Management, LLC 24,552$2,700,0002.23%
RKL Wealth Management LLC 96,076$10,566,0001.45%
Measured Wealth Private Client Group, LLC 27,880$3,066,0001.35%
SIGNET FINANCIAL MANAGEMENT, LLC 59,960$6,594,0001.26%
Renasant Bank 13,766$1,514,0001.24%
TriaGen Wealth Management LLC 11,418$1,256,0000.89%
BTS Asset Management, Inc. 3,036$334,0000.75%
WBI INVESTMENTS, LLC 26,662$2,904,0000.63%
View complete list of ISHARES TR shareholders