Fermata Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 140 filers reported holding ISHARES TR in Q3 2022. 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 Q3 2022
NameSharesValueWeighting ↓
Charles Schwab Investment Advisory, Inc. 382,967$42,337,0001.58%
Beaumont Financial Partners, LLC 147,501$16,306,0001.34%
Rehmann Capital Advisory Group 27,643$3,056,0000.92%
WRAPMANAGER INC 8,803$973,0000.73%
NewSquare Capital LLC 12,896$1,426,0000.69%
JAMES INVESTMENT RESEARCH INC 154,990$17,134,0000.54%
Fusion Investment Group, LLC 6,456$714,0000.53%
Bluefin Trading, LLC 50,664$5,601,0000.44%
Exchange Capital Management, Inc. 8,056$891,0000.43%
Checchi Capital Advisers, LLC 3,763$416,0000.32%
View complete list of ISHARES TR shareholders