ROOSEVELT INVESTMENT GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 109 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
ROOSEVELT INVESTMENT GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$356,000
-5.8%
6,802
-5.3%
0.03%
-8.6%
Q2 2018$378,000
+19.2%
7,181
+19.4%
0.04%
+16.7%
Q1 2018$317,000
+50.2%
6,014
+48.4%
0.03%
+57.9%
Q4 2017$211,0004,0530.02%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Matson Money. Inc. 6,260,247$348,571,00019.04%
Trinity Wealth Management, LLC 164,863$9,180,00012.79%
PRUDENT INVESTORS NETWORK, INC. 236,755$13,182,0008.94%
Boston Standard Wealth Management, LLC 308,220$17,162,000,0007.75%
NYL Investors LLC 648,700$35,793,0007.64%
Certified Advisory Corp 403,402$22,461,0007.43%
DOHJ, LLC 142,740$7,978,0005.46%
Blueprint Investment Partners LLC 148,645$8,277,0005.27%
N.E.W. Advisory Services LLC 283,191$15,768,0004.91%
Allworth Financial LP 2,728,296$151,912,0004.68%
View complete list of ISHARES TR shareholders