ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 148 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,570,899 | -2.7% | 153,976 | -2.3% | 0.42% | -8.7% |
| Q1 2024 | $17,026,955 | -18.0% | 157,584 | -17.7% | 0.46% | -24.6% |
| Q4 2023 | $20,754,896 | +6.9% | 191,408 | +4.3% | 0.61% | -5.0% |
| Q3 2023 | $19,413,462 | +7.4% | 183,491 | +8.5% | 0.64% | +10.4% |
| Q2 2023 | $18,082,205 | – | 169,046 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 52,241 | $6,121,000 | 2.77% |
| Beaumont Capital Management, LLC | 25,851 | $3,029,000 | 1.75% |
| Measured Wealth Private Client Group, LLC | 39,757 | $4,658,000 | 1.65% |
| RKL Wealth Management LLC | 94,352 | $11,055,000 | 1.31% |
| Renasant Bank | 15,342 | $1,797,000 | 1.22% |
| UBP Investment Advisors SA | 25,812 | $3,020,000 | 1.10% |
| Total Clarity Wealth Management, Inc. | 17,254 | $2,022,000 | 0.92% |
| Karp Capital Management Corp | 58,829 | $6,893,000 | 0.86% |
| Bell Rock Capital LLC | 8,253 | $965,000 | 0.71% |
| FINANCIAL ADVISORY PARTNERS, LLC | 15,625 | $1,830,781 | 0.67% |