ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 93 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $394,108 | +87.7% | 3,725 | +108.4% | 0.02% | +45.5% |
| Q1 2021 | $210,000 | -7.1% | 1,787 | -5.5% | 0.01% | -15.4% |
| Q4 2020 | $226,000 | -10.3% | 1,892 | -9.1% | 0.01% | -18.8% |
| Q3 2020 | $252,000 | -56.1% | 2,081 | -56.1% | 0.02% | -60.0% |
| Q2 2020 | $574,000 | -10.0% | 4,739 | -10.5% | 0.04% | -23.1% |
| Q1 2020 | $638,000 | -1.1% | 5,295 | -5.1% | 0.05% | +20.9% |
| Q4 2019 | $645,000 | +4.0% | 5,580 | +4.8% | 0.04% | -4.4% |
| Q3 2019 | $620,000 | +7.8% | 5,323 | +6.6% | 0.04% | +7.1% |
| Q2 2019 | $575,000 | +10.4% | 4,993 | +8.8% | 0.04% | +10.5% |
| Q1 2019 | $521,000 | +4.4% | 4,590 | +3.1% | 0.04% | -15.6% |
| Q4 2018 | $499,000 | +14.2% | 4,450 | +12.7% | 0.04% | +32.4% |
| Q3 2018 | $437,000 | +4.5% | 3,948 | +5.4% | 0.03% | -2.9% |
| Q2 2018 | $418,000 | -13.8% | 3,747 | -13.4% | 0.04% | -14.6% |
| Q1 2018 | $485,000 | -20.1% | 4,327 | -19.4% | 0.04% | -16.3% |
| Q4 2017 | $607,000 | +17.0% | 5,368 | +17.6% | 0.05% | +11.4% |
| Q3 2017 | $519,000 | +22.7% | 4,566 | +22.6% | 0.04% | +18.9% |
| Q2 2017 | $423,000 | +80.0% | 3,724 | +79.0% | 0.04% | +76.2% |
| Q1 2017 | $235,000 | +49.7% | 2,080 | +49.2% | 0.02% | +40.0% |
| Q4 2016 | $157,000 | +33.1% | 1,394 | +36.8% | 0.02% | +36.4% |
| Q3 2016 | $118,000 | -20.8% | 1,019 | -20.6% | 0.01% | -21.4% |
| Q2 2016 | $149,000 | +55.2% | 1,284 | +54.5% | 0.01% | +55.6% |
| Q1 2016 | $96,000 | – | 831 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PERSONAL FINANCIAL CONSULTANTS INC /ADV | 22,184 | $2,487,000 | 2.10% |
| UBP Investment Advisors SA | 15,574 | $1,746,000 | 1.85% |
| Aveo Capital Partners, LLC | 24,100 | $2,702,000 | 1.35% |
| WBI INVESTMENTS, LLC | 97,311 | $10,912,000 | 1.23% |
| RKL Wealth Management LLC | 43,908 | $4,923,000 | 1.14% |
| Beaumont Financial Partners, LLC | 31,350 | $3,515,000 | 0.57% |
| Strategic Wealth Partners, Ltd. | 9,561 | $1,088,000 | 0.55% |
| Karp Capital Management Corp | 9,675 | $1,085,000 | 0.52% |
| WealthShield Partners, LLC | 6,541 | $733,000 | 0.50% |
| ASSETMARK, INC | 442,993 | $49,673,000 | 0.48% |