HM PAYSON & CO - ISHARES TR ownership

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
HM PAYSON & CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,438,286
-1.1%
23,0460.0%0.06%
+3.6%
Q2 2023$2,465,144
-1.2%
23,0460.0%0.06%
-8.3%
Q1 2023$2,494,269
+1.7%
23,0460.0%0.06%
-1.6%
Q4 2022$2,452,786
-0.0%
23,0460.0%0.06%
-9.0%
Q3 2022$2,454,000
-3.2%
23,0460.0%0.07%
+3.1%
Q2 2022$2,535,000
-2.0%
23,0460.0%0.06%
+10.2%
Q1 2022$2,588,000
-4.1%
23,0460.0%0.06%0.0%
Q4 2021$2,700,000
-1.1%
23,0460.0%0.06%
-10.6%
Q3 2021$2,730,000
+0.1%
23,0460.0%0.07%0.0%
Q2 2021$2,728,000
+0.6%
23,0460.0%0.07%
-8.3%
Q1 2021$2,713,000
-2.6%
23,046
-1.1%
0.07%
-6.5%
Q4 2020$2,785,000
-1.3%
23,2960.0%0.08%
-11.5%
Q3 2020$2,821,0000.0%23,2960.0%0.09%
-8.4%
Q2 2020$2,821,000
+0.4%
23,2960.0%0.10%
-13.6%
Q1 2020$2,809,000
+4.3%
23,2960.0%0.11%
+27.9%
Q4 2019$2,693,000
-0.8%
23,2960.0%0.09%
-10.4%
Q3 2019$2,715,000
+2.2%
23,296
+1.1%
0.10%
+1.1%
Q2 2019$2,656,000
+1.5%
23,0460.0%0.10%
-5.0%
Q1 2019$2,617,000
+2.6%
23,0460.0%0.10%
-12.3%
Q3 2018$2,551,000
-0.7%
23,0460.0%0.11%
+3.6%
Q2 2018$2,568,000
-0.5%
23,0460.0%0.11%
+2.8%
Q1 2018$2,582,000
+61.3%
23,046
+62.8%
0.11%
+67.2%
Q4 2017$1,601,000
-0.5%
14,1560.0%0.06%
-7.2%
Q3 2017$1,609,000
-0.1%
14,1560.0%0.07%
-5.5%
Q2 2017$1,610,000
+0.6%
14,1560.0%0.07%0.0%
Q1 2017$1,600,000
+0.4%
14,1560.0%0.07%
-3.9%
Q4 2016$1,594,000
-2.6%
14,1560.0%0.08%
-5.0%
Q3 2016$1,636,000
-0.2%
14,1560.0%0.08%
-2.4%
Q2 2016$1,640,000
+0.9%
14,1560.0%0.08%
-3.5%
Q1 2016$1,626,000
-10.2%
14,156
-11.5%
0.08%
-8.6%
Q4 2015$1,810,000
-0.8%
15,9930.0%0.09%
-6.1%
Q3 2015$1,824,000
+0.8%
15,9930.0%0.10%
+10.0%
Q2 2015$1,810,000
+27.4%
15,993
+28.5%
0.09%
+26.8%
Q1 2015$1,421,000
+1.0%
12,4440.0%0.07%
+1.4%
Q4 2014$1,407,000
+0.7%
12,4440.0%0.07%
-2.8%
Q3 2014$1,397,000
-0.4%
12,4440.0%0.07%0.0%
Q2 2014$1,402,000
+102.0%
12,444
+100.0%
0.07%
+94.6%
Q1 2014$694,000
+41.9%
6,221
+40.7%
0.04%
+42.3%
Q4 2013$489,000
-0.6%
4,4210.0%0.03%
-10.3%
Q3 2013$492,000
+0.6%
4,4210.0%0.03%0.0%
Q2 2013$489,0004,4210.03%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Capstone Triton Financial Group, LLC 32,959$3,630,0002.74%
Bridge Advisory, LLC 46,947$5,160,0002.49%
Beaumont Capital Management, LLC 24,552$2,700,0002.23%
RKL Wealth Management LLC 96,076$10,566,0001.45%
Measured Wealth Private Client Group, LLC 27,880$3,066,0001.35%
SIGNET FINANCIAL MANAGEMENT, LLC 59,960$6,594,0001.26%
Renasant Bank 13,766$1,514,0001.24%
TriaGen Wealth Management LLC 11,418$1,256,0000.89%
BTS Asset Management, Inc. 3,036$334,0000.75%
WBI INVESTMENTS, LLC 26,662$2,904,0000.63%
View complete list of ISHARES TR shareholders