ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 148 filers reported holding ISHARES TR in Q3 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 ↓ |
---|---|---|---|
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% |