Advisors Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 283 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Advisors Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$161,000
-35.6%
3,080
-32.9%
0.00%
-50.0%
Q4 2021$250,000
-18.6%
4,591
-17.7%
0.00%
-20.0%
Q3 2021$307,000
-14.2%
5,577
-14.1%
0.01%0.0%
Q2 2021$358,000
-8.2%
6,496
-8.7%
0.01%
-16.7%
Q1 2021$390,000
+6.6%
7,114
+9.1%
0.01%0.0%
Q4 2020$366,000
+3.4%
6,520
+2.5%
0.01%
-14.3%
Q3 2020$354,000
+3.5%
6,363
+3.5%
0.01%0.0%
Q2 2020$342,000
+10.7%
6,148
+8.7%
0.01%0.0%
Q1 2020$309,000
+37.9%
5,657
+38.1%
0.01%
+75.0%
Q4 2019$224,000
+58.9%
4,095
+62.5%
0.00%
+33.3%
Q3 2019$141,000
+116.9%
2,520
+110.0%
0.00%
+200.0%
Q2 2019$65,000
+116.7%
1,200
+117.0%
0.00%0.0%
Q1 2019$30,0005530.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Matson Money. Inc. 7,492,279$412,825,00016.28%
Trinity Wealth Management, LLC 194,011$10,690,0008.36%
PRUDENT INVESTORS NETWORK, INC. 264,265$14,561,0007.38%
Boston Standard Wealth Management, LLC 438,900$24,183,000,0007.32%
Certified Advisory Corp 511,865$28,204,0007.09%
N.E.W. Advisory Services LLC 641,650$35,325,0005.91%
Compton Financial Group, LLC 229,013$12,619,0005.37%
Beta Wealth Group, Inc. 136,112$7,499,0005.22%
Financial Gravity Asset Management, Inc. 222,011$12,223,0004.38%
Blossom Wealth Management 9,331$514,0003.87%
View complete list of ISHARES TR shareholders