ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 144 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,666 | -3.1% | 15,573 | -1.4% | 0.03% | -10.0% |
| Q1 2023 | $1,719 | +4.1% | 15,787 | +1.7% | 0.03% | -3.2% |
| Q4 2022 | $1,652 | -99.9% | 15,521 | -5.5% | 0.03% | -3.1% |
| Q3 2022 | $1,750,000 | -8.0% | 16,429 | -5.0% | 0.03% | -15.8% |
| Q2 2022 | $1,902,000 | -10.4% | 17,294 | -8.5% | 0.04% | -5.0% |
| Q1 2022 | $2,123,000 | -0.4% | 18,907 | +3.9% | 0.04% | -2.4% |
| Q4 2021 | $2,132,000 | +6.7% | 18,200 | +7.7% | 0.04% | 0.0% |
| Q3 2021 | $1,999,000 | +5.2% | 16,905 | +5.5% | 0.04% | -4.7% |
| Q2 2021 | $1,901,000 | -9.0% | 16,018 | -9.8% | 0.04% | -20.4% |
| Q1 2021 | $2,090,000 | +18.5% | 17,756 | +19.9% | 0.05% | +8.0% |
| Q4 2020 | $1,764,000 | +51.4% | 14,809 | +53.9% | 0.05% | +28.2% |
| Q3 2020 | $1,165,000 | +161.8% | 9,622 | +162.0% | 0.04% | +143.8% |
| Q2 2020 | $445,000 | +63.0% | 3,673 | +61.9% | 0.02% | +33.3% |
| Q1 2020 | $273,000 | – | 2,268 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UBP Investment Advisors SA | 266,551 | $9,840,000 | 3.66% |
| Bridge Advisory, LLC | 71,195 | $7,995,000 | 3.49% |
| Capstone Triton Financial Group, LLC | 44,852 | $4,963,000 | 3.46% |
| Measured Wealth Private Client Group, LLC | 47,257 | $5,307,000 | 1.95% |
| Beaumont Capital Management, LLC | 25,904 | $2,909,000 | 1.87% |
| RKL Wealth Management LLC | 94,704 | $10,635,000 | 1.28% |
| Bell Rock Capital LLC | 11,437 | $1,273,000 | 1.19% |
| Renasant Bank | 15,259 | $1,713,000 | 1.15% |
| Karp Capital Management Corp | 64,897 | $7,288,000 | 1.06% |
| Total Clarity Wealth Management, Inc. | 16,545 | $1,858,000 | 1.02% |