ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 150 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,524 | -96.8% | 487 | -96.7% | 0.00% | -96.7% |
| Q2 2023 | $1,595,935 | -1.4% | 14,920 | -0.2% | 0.12% | -3.2% |
| Q1 2023 | $1,618,796 | +2491.2% | 14,957 | +2448.0% | 0.12% | +2400.0% |
| Q4 2022 | $62,474 | -0.8% | 587 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $63,000 | -4.5% | 587 | -2.7% | 0.01% | 0.0% |
| Q2 2022 | $66,000 | -28.3% | 603 | -26.6% | 0.01% | -14.3% |
| Q1 2022 | $92,000 | -20.0% | 822 | -16.5% | 0.01% | 0.0% |
| Q4 2021 | $115,000 | +2.7% | 984 | +3.9% | 0.01% | 0.0% |
| Q3 2021 | $112,000 | -26.3% | 947 | -26.2% | 0.01% | -30.0% |
| Q2 2021 | $152,000 | -9.5% | 1,284 | -10.1% | 0.01% | -16.7% |
| Q1 2021 | $168,000 | +25.4% | 1,429 | +27.5% | 0.01% | +20.0% |
| Q4 2020 | $134,000 | -2.9% | 1,121 | -1.7% | 0.01% | -16.7% |
| Q3 2020 | $138,000 | -0.7% | 1,140 | -0.9% | 0.01% | -7.7% |
| Q2 2020 | $139,000 | +7.8% | 1,150 | +7.7% | 0.01% | -7.1% |
| Q1 2020 | $129,000 | +15.2% | 1,068 | +10.2% | 0.01% | +27.3% |
| Q4 2019 | $112,000 | +918.2% | 969 | +909.4% | 0.01% | +266.7% |
| Q3 2019 | $11,000 | – | 96 | – | 0.00% | – |
| Q2 2019 | $0 | – | 0 | – | 0.00% | – |
| Q1 2019 | $0 | – | 0 | – | 0.00% | – |
| Q4 2018 | $0 | – | 0 | – | 0.00% | – |
| Q3 2018 | $0 | – | 0 | – | 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% |