J.W. COLE ADVISORS, 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
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$693,873
-1.6%
14,225
-0.6%
0.05%
+2.0%
Q2 2023$705,413
+12.8%
14,311
+12.1%
0.05%
+11.1%
Q1 2023$625,164
+2.9%
12,7710.0%0.04%
-4.3%
Q4 2022$607,284
-22.9%
12,771
-21.7%
0.05%
-28.8%
Q3 2022$788,000
-3.0%
16,3040.0%0.07%
+1.5%
Q2 2022$812,000
-10.0%
16,304
-5.8%
0.06%
+8.3%
Q1 2022$902,000
-8.7%
17,307
-4.5%
0.06%
-6.2%
Q4 2021$988,000
-15.3%
18,125
-14.4%
0.06%
-30.4%
Q2 2021$1,166,000
-2.4%
21,165
-2.8%
0.09%
-20.0%
Q1 2021$1,195,000
-5.5%
21,774
-3.2%
0.12%
-12.2%
Q4 2020$1,265,000
+7.9%
22,500
+6.9%
0.13%
-25.6%
Q2 2020$1,172,000
-1.1%
21,046
-2.7%
0.18%
+18.1%
Q4 2019$1,185,00021,6310.15%
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