Valmark Advisers, 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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,154,525
-5.2%
23,668
-4.2%
0.02%
-4.0%
Q2 2023$1,217,857
+10.7%
24,708
+10.0%
0.02%
+4.2%
Q1 2023$1,099,955
+7.3%
22,471
+4.2%
0.02%0.0%
Q4 2022$1,025,130
-1.9%
21,559
-0.3%
0.02%
+14.3%
Q3 2022$1,045,000
+1.5%
21,632
+4.6%
0.02%
+5.0%
Q2 2022$1,030,000
-19.3%
20,682
-15.5%
0.02%
-9.1%
Q1 2022$1,276,000
-3.3%
24,480
+1.1%
0.02%
-4.3%
Q4 2021$1,320,000
-5.6%
24,215
-4.7%
0.02%
-11.5%
Q3 2021$1,398,000
+0.2%
25,412
+0.3%
0.03%0.0%
Q2 2021$1,395,000
+5.9%
25,326
+5.5%
0.03%
+4.0%
Q1 2021$1,317,000
-3.6%
24,011
-1.2%
0.02%
-10.7%
Q4 2020$1,366,000
+13.3%
24,295
+12.1%
0.03%
+3.7%
Q3 2020$1,206,000
+9.4%
21,664
+9.5%
0.03%
+3.8%
Q2 2020$1,102,000
+7.4%
19,790
+5.5%
0.03%
-3.7%
Q1 2020$1,026,00018,7580.03%
Other shareholders
ISHARES TR shareholders Q2 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