ProVise Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 256 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$207,000
-43.9%
3,975
-41.2%
0.02%
-39.4%
Q4 2021$369,000
+33.2%
6,762
+34.4%
0.03%
+22.2%
Q3 2021$277,000
+15.4%
5,032
+15.4%
0.03%
+12.5%
Q2 2021$240,000
+11.1%
4,362
+10.7%
0.02%
+4.3%
Q1 2021$216,000
+3.3%
3,942
+6.0%
0.02%
-4.2%
Q4 2020$209,0003,7180.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 413,160$20,153,94521.74%
Matson Money. Inc. 8,558,512$417,484,21515.10%
PRUDENT INVESTORS NETWORK, INC. 317,331$15,479,3827.25%
Boston Standard Wealth Management, LLC 518,831$25,309,0006.68%
Stewardship Advisors, LLC 341,806$16,673,3116.51%
N.E.W. Advisory Services LLC 896,064$43,710,0476.22%
SYON CAPITAL LLC 990,313$48,307,4686.01%
Compton Financial Group, LLC 316,196$15,424,0785.86%
PENOBSCOT WEALTH MANAGEMENT 147,101$7,1765.44%
Kooman & Associates 212,287$10,355,3605.24%
View complete list of ISHARES TR shareholders