ASSETMARK, INC - 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
ASSETMARK, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$104,243
-7.1%
2,137
-6.1%
0.00%
Q2 2023$112,184
-0.1%
2,276
-0.8%
0.00%
Q1 2023$112,291
-85.9%
2,294
-86.3%
0.00%
-100.0%
Q4 2022$793,657
+113.3%
16,691
+116.8%
0.00%
+50.0%
Q3 2022$372,000
+132.5%
7,699
+140.4%
0.00%
+100.0%
Q2 2022$160,000
-17.5%
3,203
-14.1%
0.00%0.0%
Q1 2022$194,000
-2.0%
3,729
+2.7%
0.00%0.0%
Q4 2021$198,000
-22.4%
3,632
-21.7%
0.00%0.0%
Q3 2021$255,000
-29.0%
4,641
-28.7%
0.00%
-50.0%
Q2 2021$359,000
-0.3%
6,513
-0.8%
0.00%0.0%
Q1 2021$360,000
-14.5%
6,566
-12.3%
0.00%0.0%
Q4 2020$421,000
-67.0%
7,483
-67.3%
0.00%
-75.0%
Q3 2020$1,275,000
-48.4%
22,915
-48.3%
0.01%
-55.6%
Q2 2020$2,469,000
-6.2%
44,341
-7.8%
0.02%
-18.2%
Q1 2020$2,632,000
-12.8%
48,118
-12.6%
0.02%
-4.3%
Q4 2019$3,018,000
-7.1%
55,078
-5.4%
0.02%
-14.8%
Q3 2019$3,248,000
-6.8%
58,216
-9.0%
0.03%
-3.6%
Q2 2019$3,485,000
+4.7%
63,973
+2.8%
0.03%
-6.7%
Q1 2019$3,327,000
-2.1%
62,219
-4.4%
0.03%
-9.1%
Q4 2018$3,398,000
-10.7%
65,080
-10.6%
0.03%
-5.7%
Q3 2018$3,804,000
-1.1%
72,781
-0.3%
0.04%
-7.9%
Q2 2018$3,845,000
+59.7%
72,973
+22.1%
0.04%
+52.0%
Q1 2018$2,408,000
+55.7%
59,753
+101.0%
0.02%
+56.2%
Q4 2017$1,547,000
+0.7%
29,722
+0.1%
0.02%
-5.9%
Q3 2017$1,536,000
+285.9%
29,699
+286.7%
0.02%
+240.0%
Q2 2017$398,0007,6810.01%
Other shareholders
ISHARES TR shareholders Q3 2021
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