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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 3,018 | $319,306 | 5.41% |
| Beaumont Capital Management, LLC | 39,802 | $4,211,083 | 3.04% |
| Great Diamond Partners, LLC | 75,516 | $7,989,653 | 2.16% |
| Capstone Triton Financial Group, LLC | 27,469 | $2,906,261 | 2.12% |
| Jaffetilchin Investment Partners, LLC | 139,728 | $14,783,331 | 1.63% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 87,952 | $9,305,370 | 1.54% |
| RKL Wealth Management LLC | 97,979 | $10,366,268 | 1.27% |
| Renasant Bank | 13,355 | $1,412,969 | 1.19% |
| Measured Wealth Private Client Group, LLC | 27,493 | $2,908,765 | 1.17% |
| Executive Wealth Management, LLC | 73,541 | $7,780,760 | 0.81% |