ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 146 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capstone Triton Financial Group, LLC | 32,959 | $3,630,000 | 2.74% |
| Bridge Advisory, LLC | 46,947 | $5,160,000 | 2.49% |
| Beaumont Capital Management, LLC | 24,552 | $2,700,000 | 2.23% |
| RKL Wealth Management LLC | 96,076 | $10,566,000 | 1.45% |
| Measured Wealth Private Client Group, LLC | 27,880 | $3,066,000 | 1.35% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 59,960 | $6,594,000 | 1.26% |
| Renasant Bank | 13,766 | $1,514,000 | 1.24% |
| TriaGen Wealth Management LLC | 11,418 | $1,256,000 | 0.89% |
| BTS Asset Management, Inc. | 3,036 | $334,000 | 0.75% |
| WBI INVESTMENTS, LLC | 26,662 | $2,904,000 | 0.63% |