ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 126 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $270,000 | -26.4% | 2,302 | -25.5% | 0.12% | -32.8% |
| Q3 2021 | $367,000 | -5.4% | 3,091 | -5.7% | 0.18% | -4.2% |
| Q2 2021 | $388,000 | -5.6% | 3,277 | -6.0% | 0.19% | -16.2% |
| Q1 2021 | $411,000 | -4.9% | 3,488 | -3.5% | 0.23% | -9.2% |
| Q4 2020 | $432,000 | -7.3% | 3,613 | -6.2% | 0.25% | -24.4% |
| Q3 2020 | $466,000 | -4.7% | 3,852 | -4.6% | 0.33% | -18.2% |
| Q2 2020 | $489,000 | -11.1% | 4,039 | -11.4% | 0.41% | -37.2% |
| Q1 2020 | $550,000 | -1.3% | 4,558 | -5.5% | 0.65% | +18.1% |
| Q4 2019 | $557,000 | -52.1% | 4,823 | -51.6% | 0.55% | -55.1% |
| Q3 2019 | $1,162,000 | +30.6% | 9,970 | +29.0% | 1.22% | +47.0% |
| Q2 2019 | $890,000 | – | 7,727 | – | 0.83% | – |
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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% |