ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 133 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,560 | +0.5% | 191 | +1.1% | 0.01% | -12.5% |
| Q1 2024 | $20,466 | +0.2% | 189 | +0.5% | 0.01% | 0.0% |
| Q4 2023 | $20,424 | +3.7% | 188 | +1.1% | 0.01% | -11.1% |
| Q3 2023 | $19,703 | -0.3% | 186 | +0.5% | 0.01% | 0.0% |
| Q2 2023 | $19,764 | -0.4% | 185 | +1.1% | 0.01% | -10.0% |
| Q1 2023 | $19,841 | +2.2% | 183 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $19,419 | +0.7% | 182 | +0.6% | 0.01% | -9.1% |
| Q3 2022 | $19,287 | -2.8% | 181 | +0.6% | 0.01% | +10.0% |
| Q2 2022 | $19,846 | -21.4% | 180 | -20.0% | 0.01% | -9.1% |
| Q1 2022 | $25,248 | -4.0% | 225 | +0.4% | 0.01% | -8.3% |
| Q4 2021 | $26,304 | -0.6% | 224 | +0.4% | 0.01% | -20.0% |
| Q3 2021 | $26,465 | +8871.2% | 223 | -99.4% | 0.02% | +36.4% |
| Q2 2021 | $295 | -99.2% | 34,910 | +11308.5% | 0.01% | -50.0% |
| Q1 2021 | $36,070 | – | 306 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capstone Financial Group, Inc. | 109,906 | $13,283,000 | 10.27% |
| BTS Asset Management, Inc. | 3,495 | $423,000 | 4.93% |
| AMJ Financial Wealth Management | 53,593 | $6,489,000 | 3.82% |
| Total Clarity Wealth Management, Inc. | 18,451 | $2,234,000 | 1.95% |
| Karp Capital Management Corp | 49,512 | $5,995,000 | 1.47% |
| RKL Wealth Management LLC | 75,641 | $9,159,000 | 1.46% |
| UBP Investment Advisors SA | 14,229 | $1,723,000 | 1.33% |
| Smart Money Group LLC | 24,923 | $3,018,000 | 1.30% |
| H&H Retirement Design & Management INC | 13,654 | $1,653,000 | 1.30% |
| Copperleaf Capital, LLC | 9,843 | $1,192,000 | 1.15% |