Fermata Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 153 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$300,000
+14.9%
2,813
+26.3%
0.10%
+2.1%
Q4 2021$261,000
-22.1%
2,227
-21.1%
0.10%
-35.1%
Q3 2021$335,000
-42.3%
2,824
-43.3%
0.15%
-69.7%
Q1 2021$581,0004,9780.49%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 3,018$319,3065.41%
Beaumont Capital Management, LLC 39,802$4,211,0833.04%
Great Diamond Partners, LLC 75,516$7,989,6532.16%
Capstone Triton Financial Group, LLC 27,469$2,906,2612.12%
Jaffetilchin Investment Partners, LLC 139,728$14,783,3311.63%
SIGNET FINANCIAL MANAGEMENT, LLC 87,952$9,305,3701.54%
RKL Wealth Management LLC 97,979$10,366,2681.27%
Renasant Bank 13,355$1,412,9691.19%
Measured Wealth Private Client Group, LLC 27,493$2,908,7651.17%
Executive Wealth Management, LLC 73,541$7,780,7600.81%
View complete list of ISHARES TR shareholders