ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 80 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $317,295 | -4.7% | 2,999 | -3.6% | 0.00% | 0.0% |
| Q2 2023 | $332,878 | +1.3% | 3,112 | +2.5% | 0.00% | 0.0% |
| Q1 2023 | $328,586 | -8.0% | 3,036 | -9.5% | 0.00% | -25.0% |
| Q4 2022 | $357,179 | -3.7% | 3,356 | -3.6% | 0.00% | 0.0% |
| Q3 2022 | $371,000 | -21.2% | 3,481 | -18.8% | 0.00% | -20.0% |
| Q2 2022 | $471,000 | -2.1% | 4,286 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $481,000 | +0.6% | 4,286 | +5.2% | 0.00% | 0.0% |
| Q4 2021 | $478,000 | -23.3% | 4,076 | -22.5% | 0.00% | -33.3% |
| Q3 2021 | $623,000 | -4.7% | 5,260 | -4.7% | 0.01% | 0.0% |
| Q2 2021 | $654,000 | +5845.5% | 5,521 | +5773.4% | 0.01% | – |
| Q4 2020 | $11,000 | -35.3% | 94 | -37.3% | 0.00% | – |
| Q4 2016 | $17,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q3 2016 | $17,000 | -79.5% | 150 | -79.4% | 0.00% | -100.0% |
| Q3 2012 | $83,000 | +1.2% | 727 | 0.0% | 0.00% | 0.0% |
| Q2 2012 | $82,000 | -11.8% | 727 | -12.1% | 0.00% | 0.0% |
| Q1 2012 | $93,000 | -29.5% | 827 | -29.1% | 0.00% | -40.0% |
| Q4 2011 | $132,000 | +247.4% | 1,167 | +243.2% | 0.01% | +150.0% |
| Q3 2011 | $38,000 | 0.0% | 340 | 0.0% | 0.00% | +100.0% |
| Q2 2011 | $38,000 | +2.7% | 340 | 0.0% | 0.00% | 0.0% |
| Q1 2011 | $37,000 | 0.0% | 340 | 0.0% | 0.00% | 0.0% |
| Q4 2010 | $37,000 | -2.6% | 340 | 0.0% | 0.00% | -50.0% |
| Q3 2010 | $38,000 | +2.7% | 340 | 0.0% | 0.00% | 0.0% |
| Q2 2010 | $37,000 | 0.0% | 340 | 0.0% | 0.00% | 0.0% |
| Q1 2010 | $37,000 | 0.0% | 340 | 0.0% | 0.00% | 0.0% |
| Q4 2009 | $37,000 | 0.0% | 340 | 0.0% | 0.00% | 0.0% |
| Q3 2009 | $37,000 | 0.0% | 340 | 0.0% | 0.00% | 0.0% |
| Q2 2009 | $37,000 | 0.0% | 340 | 0.0% | 0.00% | 0.0% |
| Q1 2009 | $37,000 | – | 340 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 3,018 | $319,306 | 5.41% |
| Beaumont Capital Management, LLC | 39,802 | $4,211,083 | 3.04% |
| Great Diamond Partners, LLC | 75,516 | $7,989,653 | 2.16% |
| Capstone Triton Financial Group, LLC | 27,469 | $2,906,261 | 2.12% |
| Jaffetilchin Investment Partners, LLC | 139,728 | $14,783,331 | 1.63% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 87,952 | $9,305,370 | 1.54% |
| RKL Wealth Management LLC | 97,979 | $10,366,268 | 1.27% |
| Renasant Bank | 13,355 | $1,412,969 | 1.19% |
| Measured Wealth Private Client Group, LLC | 27,493 | $2,908,765 | 1.17% |
| Executive Wealth Management, LLC | 73,541 | $7,780,760 | 0.81% |