APPLETON PARTNERS INC/MA - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 293 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
APPLETON PARTNERS INC/MA ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$5,547
+3.5%
111,376
+1.4%
0.45%
-6.1%
Q3 2023$5,360
+3.7%
109,889
+4.8%
0.48%
+9.2%
Q2 2023$5,168
+2.0%
104,857
+1.3%
0.44%
-3.3%
Q1 2023$5,065
+4.8%
103,468
+1.8%
0.45%
-1.5%
Q4 2022$4,831
-99.9%
101,603
+0.6%
0.46%
-6.1%
Q3 2022$4,883,000
-0.6%
101,035
+2.4%
0.49%
+4.9%
Q2 2022$4,913,000
-2.9%
98,627
+1.6%
0.46%
+12.3%
Q1 2022$5,059,000
-0.8%
97,055
+3.8%
0.41%
+7.8%
Q4 2021$5,100,000
-1.5%
93,530
-0.6%
0.38%
-10.9%
Q3 2021$5,176,000
+4.1%
94,084
+4.2%
0.43%
+1.7%
Q2 2021$4,973,000
+4.5%
90,250
+4.1%
0.42%
-4.1%
Q1 2021$4,758,000
+3.8%
86,731
+6.3%
0.44%
-2.2%
Q4 2020$4,586,000
+6.4%
81,580
+5.3%
0.45%
-5.0%
Q3 2020$4,311,000
+4.1%
77,451
+4.1%
0.48%
-4.0%
Q2 2020$4,143,000
+1.1%
74,416
-0.6%
0.50%
-12.7%
Q1 2020$4,096,000
+1.2%
74,896
+1.4%
0.57%
+27.6%
Q4 2019$4,047,000
-0.5%
73,871
+1.4%
0.44%
-9.4%
Q3 2019$4,066,000
+0.7%
72,873
-1.7%
0.49%
-1.6%
Q2 2019$4,038,000
+6.0%
74,123
+4.1%
0.50%
-1.2%
Q1 2019$3,808,000
+1.3%
71,208
-1.1%
0.50%
-10.3%
Q4 2018$3,758,000
-7.5%
71,977
-7.4%
0.56%
+4.1%
Q3 2018$4,064,000
+12.9%
77,752
+13.8%
0.54%
+5.0%
Q2 2018$3,600,000
+36.5%
68,317
+36.4%
0.52%
+28.8%
Q1 2018$2,638,000
+185.8%
50,082
+182.5%
0.40%
+179.7%
Q4 2017$923,00017,7300.14%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Matson Money. Inc. 7,718,666$424,698,00016.41%
Boston Standard Wealth Management, LLC 458,517$25,228,000,0007.54%
Trinity Wealth Management, LLC 179,207$9,860,0007.46%
PRUDENT INVESTORS NETWORK, INC. 270,805$14,900,0007.46%
Certified Advisory Corp 544,090$29,936,0007.27%
N.E.W. Advisory Services LLC 685,122$37,695,0006.14%
Compton Financial Group, LLC 239,934$13,201,0005.63%
AMARILLO NATIONAL BANK 416,547$22,918,0004.76%
Brown Financial Advisory 88,114$4,848,0003.99%
DOHJ, LLC 147,641$8,101,0003.84%
View complete list of ISHARES TR shareholders