ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 153 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,552 | +95.8% | 2,028 | +97.9% | 0.02% | +92.3% |
| Q2 2023 | $109,594 | -33.0% | 1,025 | -32.2% | 0.01% | -38.1% |
| Q1 2023 | $163,651 | +0.9% | 1,512 | -0.8% | 0.02% | -12.5% |
| Q4 2022 | $162,167 | +100.2% | 1,524 | +100.0% | 0.02% | +84.6% |
| Q3 2022 | $81,000 | -57.1% | 762 | -55.7% | 0.01% | -58.1% |
| Q2 2022 | $189,000 | +455.9% | 1,721 | +473.7% | 0.03% | +520.0% |
| Q1 2022 | $34,000 | +21.4% | 300 | +25.0% | 0.01% | +25.0% |
| Q4 2021 | $28,000 | 0.0% | 240 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $28,000 | +2700.0% | 240 | +2300.0% | 0.01% | – |
| Q4 2020 | $1,000 | -99.2% | 10 | -99.0% | 0.00% | -100.0% |
| Q2 2020 | $121,000 | – | 1,003 | – | 0.04% | – |
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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% |