COMMONWEALTH EQUITY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 142 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
COMMONWEALTH EQUITY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$895
+8.9%
8,317
+9.3%
0.00%0.0%
Q1 2024$822
-1.0%
7,606
-0.6%
0.00%
-50.0%
Q4 2023$830
-7.2%
7,652
-9.4%
0.00%0.0%
Q3 2023$894
-60.7%
8,449
-60.2%
0.00%
-60.0%
Q2 2023$2,272
+7.7%
21,243
+9.0%
0.01%
+25.0%
Q1 2023$2,109
+204.8%
19,491
+199.5%
0.00%
+100.0%
Q4 2022$692
-99.9%
6,508
-18.9%
0.00%0.0%
Q3 2022$855,000
-17.9%
8,028
-15.2%
0.00%
-33.3%
Q2 2022$1,041,000
-24.8%
9,470
-23.2%
0.00%0.0%
Q1 2022$1,384,000
-25.3%
12,326
-22.1%
0.00%
-25.0%
Q4 2021$1,853,000
+30.5%
15,819
+31.9%
0.00%0.0%
Q3 2021$1,420,000
-2.0%
11,993
-2.1%
0.00%0.0%
Q2 2021$1,449,000
+10.5%
12,246
+9.9%
0.00%0.0%
Q1 2021$1,311,000
+58.7%
11,141
+61.1%
0.00%
+100.0%
Q4 2020$826,000
+8.5%
6,915
+10.0%
0.00%
-33.3%
Q3 2020$761,000
-0.7%
6,287
-0.7%
0.00%0.0%
Q2 2020$766,000
+17.7%
6,332
+17.2%
0.00%0.0%
Q1 2020$651,000
-2.5%
5,404
-6.5%
0.00%0.0%
Q4 2019$668,000
-1.3%
5,780
-0.6%
0.00%0.0%
Q3 2019$677,000
-4.1%
5,812
-5.2%
0.00%0.0%
Q2 2019$706,000
+7.8%
6,131
+6.3%
0.00%0.0%
Q1 2019$655,000
+3.0%
5,769
+1.7%
0.00%0.0%
Q4 2018$636,000
-0.9%
5,675
-2.2%
0.00%0.0%
Q3 2018$642,000
-0.2%
5,805
+0.7%
0.00%0.0%
Q2 2018$643,000
-4.6%
5,767
-4.3%
0.00%
-25.0%
Q1 2018$674,000
-6.3%
6,023
-5.3%
0.00%0.0%
Q4 2017$719,0006,3600.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Capstone Financial Group, Inc. 109,906$13,283,00010.27%
BTS Asset Management, Inc. 3,495$423,0004.93%
AMJ Financial Wealth Management 53,593$6,489,0003.82%
Total Clarity Wealth Management, Inc. 18,451$2,234,0001.95%
Karp Capital Management Corp 49,512$5,995,0001.47%
RKL Wealth Management LLC 75,641$9,159,0001.46%
UBP Investment Advisors SA 14,229$1,723,0001.33%
Smart Money Group LLC 24,923$3,018,0001.30%
H&H Retirement Design & Management INC 13,654$1,653,0001.30%
Copperleaf Capital, LLC 9,843$1,192,0001.15%
View complete list of ISHARES TR shareholders