ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 98 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $537,000 | +2.7% | 4,614 | +1.7% | 0.13% | +3.1% |
| Q2 2019 | $523,000 | +1.6% | 4,539 | +0.1% | 0.13% | +3.2% |
| Q1 2019 | $515,000 | -4.3% | 4,534 | -5.5% | 0.12% | -28.3% |
| Q4 2018 | $538,000 | -2.9% | 4,799 | -4.1% | 0.17% | +28.1% |
| Q3 2018 | $554,000 | -16.6% | 5,004 | -16.0% | 0.14% | -25.8% |
| Q2 2018 | $664,000 | -24.6% | 5,957 | -24.3% | 0.18% | -20.2% |
| Q1 2018 | $881,000 | -21.8% | 7,867 | -21.1% | 0.23% | -7.7% |
| Q4 2017 | $1,127,000 | -7.1% | 9,965 | -6.6% | 0.25% | -10.5% |
| Q3 2017 | $1,213,000 | -16.7% | 10,670 | -16.7% | 0.28% | -20.2% |
| Q2 2017 | $1,456,000 | -18.5% | 12,805 | -19.0% | 0.35% | -17.6% |
| Q1 2017 | $1,786,000 | -5.3% | 15,800 | -5.6% | 0.42% | -16.7% |
| Q4 2016 | $1,886,000 | -3.2% | 16,745 | -0.7% | 0.50% | +9.6% |
| Q3 2016 | $1,949,000 | -0.7% | 16,860 | -0.4% | 0.46% | +0.4% |
| Q2 2016 | $1,962,000 | -7.4% | 16,930 | -8.2% | 0.46% | -8.8% |
| Q1 2016 | $2,118,000 | -0.8% | 18,435 | -2.3% | 0.50% | +3.3% |
| Q4 2015 | $2,135,000 | +2.9% | 18,865 | +3.7% | 0.49% | +0.6% |
| Q3 2015 | $2,074,000 | -2.9% | 18,190 | -3.6% | 0.48% | +15.3% |
| Q2 2015 | $2,135,000 | +2.5% | 18,860 | +3.5% | 0.42% | +10.0% |
| Q1 2015 | $2,082,000 | -1.5% | 18,230 | -2.4% | 0.38% | -15.1% |
| Q4 2014 | $2,113,000 | +106.1% | 18,685 | +104.7% | 0.45% | +87.9% |
| Q3 2014 | $1,025,000 | – | 9,130 | – | 0.24% | – |
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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% |