Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 285 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,530,217
+3.1%
30,653
+3.2%
0.03%0.0%
Q1 2024$1,484,334
+9.6%
29,716
+9.3%
0.03%
+4.0%
Q4 2023$1,353,932
+17.3%
27,187
+14.9%
0.02%
+4.2%
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 Q3 2022
NameSharesValueWeighting ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 451,985$22,563,09120.99%
Matson Money. Inc. 8,527,040$425,669,83714.16%
DORVAL Corp 382,783$18,986,0598.37%
Boston Standard Wealth Management, LLC 594,562$29,680,0006.52%
Trinity Wealth Management, LLC 254,977$12,728,4356.35%
Forum Private Client Group LLC 256,156$12,787,3046.08%
Financial Gravity Asset Management, Inc. 488,070$24,151,3266.03%
PRUDENT INVESTORS NETWORK, INC. 300,865$15,019,1985.43%
SYON CAPITAL LLC 1,171,499$58,481,2415.38%
Compton Financial Group, LLC 329,671$16,457,1765.34%
View complete list of ISHARES TR shareholders