Ascent Group, LLC - ISHARES TR ownership

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
Ascent Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$516,141
-46.7%
4,878
-45.5%
0.06%
-44.7%
Q1 2023$968,767
+361.3%
8,951
+373.6%
0.10%
+312.0%
Q2 2022$210,000
-43.5%
1,890
-43.0%
0.02%
-41.9%
Q1 2022$372,000
-6.8%
3,313
-3.3%
0.04%
-15.7%
Q4 2021$399,0003,4250.05%
Other shareholders
ISHARES TR shareholders Q3 2023
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