ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 146 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,725,958 | +94387.3% | 25,765 | -4.5% | 0.17% | +1.8% |
| Q2 2023 | $2,885 | +5.6% | 26,969 | +6.9% | 0.17% | +1.8% |
| Q1 2023 | $2,731 | +8.4% | 25,235 | +6.6% | 0.17% | +7.7% |
| Q4 2022 | $2,519 | -99.9% | 23,670 | +3.3% | 0.16% | -2.5% |
| Q3 2022 | $2,440,000 | +2.7% | 22,915 | +6.0% | 0.16% | +8.8% |
| Q2 2022 | $2,377,000 | +6.0% | 21,617 | +8.3% | 0.15% | +23.5% |
| Q1 2022 | $2,242,000 | +22.2% | 19,960 | +27.5% | 0.12% | +32.2% |
| Q4 2021 | $1,834,000 | +27.0% | 15,649 | +28.4% | 0.09% | +18.4% |
| Q3 2021 | $1,444,000 | +51.2% | 12,185 | +51.0% | 0.08% | +49.0% |
| Q2 2021 | $955,000 | +15.6% | 8,071 | +15.1% | 0.05% | +2.0% |
| Q1 2021 | $826,000 | – | 7,013 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UBP Investment Advisors SA | 266,551 | $9,840,000 | 3.66% |
| Bridge Advisory, LLC | 71,195 | $7,995,000 | 3.49% |
| Capstone Triton Financial Group, LLC | 44,852 | $4,963,000 | 3.46% |
| Measured Wealth Private Client Group, LLC | 47,257 | $5,307,000 | 1.95% |
| Beaumont Capital Management, LLC | 25,904 | $2,909,000 | 1.87% |
| RKL Wealth Management LLC | 94,704 | $10,635,000 | 1.28% |
| Bell Rock Capital LLC | 11,437 | $1,273,000 | 1.19% |
| Renasant Bank | 15,259 | $1,713,000 | 1.15% |
| Karp Capital Management Corp | 64,897 | $7,288,000 | 1.06% |
| Total Clarity Wealth Management, Inc. | 16,545 | $1,858,000 | 1.02% |