ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 155 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $31,563 | -1.5% | 300 | 0.0% | 0.00% | – |
Q2 2023 | $32,046 | -1.1% | 300 | 0.0% | 0.00% | – |
Q1 2023 | $32,418 | -32.3% | 300 | -33.3% | 0.00% | – |
Q4 2022 | $47,894 | -0.2% | 450 | 0.0% | 0.00% | – |
Q3 2022 | $48,000 | -29.4% | 450 | -26.7% | 0.00% | – |
Q2 2022 | $68,000 | -1.4% | 614 | 0.0% | 0.00% | – |
Q1 2022 | $69,000 | -4.2% | 614 | 0.0% | 0.00% | – |
Q4 2021 | $72,000 | – | 614 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tri-Star Advisors Inc. | 3,018 | $326,638 | 4.78% |
Capstone Triton Financial Group, LLC | 27,558 | $2,982,572 | 2.24% |
Beaumont Capital Management, LLC | 27,911 | $3,020,808 | 2.10% |
SIGNET FINANCIAL MANAGEMENT, LLC | 99,464 | $10,764,944 | 1.81% |
Measured Wealth Private Client Group, LLC | 31,856 | $3,447,761 | 1.33% |
RKL Wealth Management LLC | 95,728 | $10,360,638 | 1.31% |
Jaffetilchin Investment Partners, LLC | 104,447 | $11,304,276 | 1.28% |
Renasant Bank | 13,588 | $1,470,629 | 1.14% |
Executive Wealth Management, LLC | 74,405 | $8,052,886 | 0.89% |
CVA Family Office, LLC | 28,672 | $3,103,171 | 0.69% |