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 ↓
Capstone Triton Financial Group, LLC 32,959$3,630,0002.74%
Bridge Advisory, LLC 46,947$5,160,0002.49%
Beaumont Capital Management, LLC 24,552$2,700,0002.23%
RKL Wealth Management LLC 96,076$10,566,0001.45%
Measured Wealth Private Client Group, LLC 27,880$3,066,0001.35%
SIGNET FINANCIAL MANAGEMENT, LLC 59,960$6,594,0001.26%
Renasant Bank 13,766$1,514,0001.24%
TriaGen Wealth Management LLC 11,418$1,256,0000.89%
BTS Asset Management, Inc. 3,036$334,0000.75%
WBI INVESTMENTS, LLC 26,662$2,904,0000.63%
View complete list of ISHARES TR shareholders