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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $595,715 | -0.8% | 5,569 | +0.5% | 0.23% | -6.6% |
| Q1 2023 | $600,748 | +2.6% | 5,540 | +0.7% | 0.24% | -4.7% |
| Q4 2022 | $585,301 | +0.7% | 5,499 | +0.7% | 0.25% | -5.9% |
| Q3 2022 | $581,000 | -2.8% | 5,459 | +0.4% | 0.27% | +1.5% |
| Q2 2022 | $598,000 | -1.8% | 5,439 | +0.3% | 0.27% | +18.8% |
| Q1 2022 | $609,000 | -4.1% | 5,424 | +0.1% | 0.22% | -1.3% |
| Q4 2021 | $635,000 | – | 5,416 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capstone Triton Financial Group, LLC | 32,959 | $3,630,000 | 2.74% |
| Bridge Advisory, LLC | 46,947 | $5,160,000 | 2.49% |
| Beaumont Capital Management, LLC | 24,552 | $2,700,000 | 2.23% |
| RKL Wealth Management LLC | 96,076 | $10,566,000 | 1.45% |
| Measured Wealth Private Client Group, LLC | 27,880 | $3,066,000 | 1.35% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 59,960 | $6,594,000 | 1.26% |
| Renasant Bank | 13,766 | $1,514,000 | 1.24% |
| TriaGen Wealth Management LLC | 11,418 | $1,256,000 | 0.89% |
| BTS Asset Management, Inc. | 3,036 | $334,000 | 0.75% |
| WBI INVESTMENTS, LLC | 26,662 | $2,904,000 | 0.63% |