ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 155 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,451 | -60.2% | 2,112 | -59.8% | 0.00% | -66.7% |
| Q2 2023 | $561,893 | +3.5% | 5,253 | +4.7% | 0.00% | 0.0% |
| Q1 2023 | $543,000 | -11.7% | 5,019 | -13.1% | 0.00% | -25.0% |
| Q4 2022 | $615,000 | +86.9% | 5,774 | +86.5% | 0.00% | +100.0% |
| Q3 2022 | $329,000 | -4.4% | 3,096 | -1.1% | 0.00% | 0.0% |
| Q2 2022 | $344,000 | +43.3% | 3,131 | +46.2% | 0.00% | +100.0% |
| Q1 2022 | $240,000 | -7.7% | 2,141 | -3.7% | 0.00% | 0.0% |
| Q4 2021 | $260,000 | +7.4% | 2,223 | +8.8% | 0.00% | 0.0% |
| Q3 2021 | $242,000 | +6.1% | 2,044 | +6.1% | 0.00% | 0.0% |
| Q2 2021 | $228,000 | +8.6% | 1,927 | +7.9% | 0.00% | 0.0% |
| Q1 2021 | $210,000 | -45.7% | 1,786 | -44.1% | 0.00% | -50.0% |
| Q3 2020 | $387,000 | -42.8% | 3,193 | -42.9% | 0.00% | -50.0% |
| Q2 2020 | $676,000 | -5.2% | 5,594 | -5.5% | 0.00% | 0.0% |
| Q1 2020 | $713,000 | -2.5% | 5,919 | -6.5% | 0.00% | 0.0% |
| Q4 2019 | $731,000 | +96.0% | 6,328 | +97.6% | 0.00% | +100.0% |
| Q3 2019 | $373,000 | -55.0% | 3,203 | -55.4% | 0.00% | -50.0% |
| Q2 2019 | $828,000 | -3.8% | 7,186 | -5.2% | 0.00% | -20.0% |
| Q1 2019 | $861,000 | – | 7,583 | – | 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% |