ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 152 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,906,913 | +54.6% | 27,176 | +56.4% | 0.10% | +52.2% |
| Q1 2023 | $1,880,388 | +134.2% | 17,374 | +130.3% | 0.07% | +116.1% |
| Q4 2022 | $802,908 | -14.5% | 7,544 | -14.4% | 0.03% | -20.5% |
| Q3 2022 | $939,000 | +0.3% | 8,814 | +3.6% | 0.04% | +5.4% |
| Q2 2022 | $936,000 | -33.6% | 8,507 | -32.2% | 0.04% | -21.3% |
| Q1 2022 | $1,409,000 | +1.4% | 12,551 | +5.8% | 0.05% | +6.8% |
| Q4 2021 | $1,390,000 | +43.2% | 11,866 | +44.8% | 0.04% | +33.3% |
| Q3 2021 | $971,000 | -26.5% | 8,197 | -28.5% | 0.03% | -59.3% |
| Q2 2019 | $1,321,000 | – | 11,460 | – | 0.08% | – |
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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% |