ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 129 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,218 | +15.4% | 210 | +16.7% | 0.00% | – |
| Q2 2023 | $19,254 | +140.3% | 180 | +140.0% | 0.00% | – |
| Q4 2022 | $8,012 | -95.0% | 75 | -95.0% | 0.00% | -100.0% |
| Q3 2022 | $161,000 | -3.0% | 1,509 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $166,000 | -1.8% | 1,509 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $169,000 | -4.5% | 1,509 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $177,000 | -10.6% | 1,509 | -9.6% | 0.00% | 0.0% |
| Q3 2021 | $198,000 | -0.5% | 1,670 | -0.4% | 0.00% | 0.0% |
| Q2 2021 | $199,000 | +1.5% | 1,677 | +0.7% | 0.00% | 0.0% |
| Q1 2021 | $196,000 | +19500.0% | 1,665 | +33200.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 5 | -54.5% | 0.00% | – |
| Q1 2018 | $1,000 | – | 11 | – | 0.00% | – |
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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% |