Sigma Planning Corp - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 251 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,149,853
+16.3%
23,490
+12.9%
0.04%
+8.6%
Q4 2022$989,015
-2.8%
20,799
-1.3%
0.04%
-10.3%
Q3 2022$1,018,000
-9.3%
21,063
-6.5%
0.04%0.0%
Q2 2022$1,123,000
+2.6%
22,539
+7.3%
0.04%
+18.2%
Q1 2022$1,095,000
-4.8%
21,002
-0.4%
0.03%
+3.1%
Q4 2021$1,150,000
-1.6%
21,082
-0.8%
0.03%
-8.6%
Q3 2021$1,169,000
+9.3%
21,252
+9.5%
0.04%
+9.4%
Q2 2021$1,070,000
+7.6%
19,410
+7.1%
0.03%0.0%
Q1 2021$994,000
+3.9%
18,126
+6.4%
0.03%
-3.0%
Q4 2020$957,000
-8.5%
17,031
-9.4%
0.03%
-19.5%
Q3 2020$1,046,000
+26.5%
18,791
+26.5%
0.04%
+13.9%
Q2 2020$827,000
+6.0%
14,849
+4.1%
0.04%
-21.7%
Q1 2020$780,000
+10.3%
14,269
+10.5%
0.05%
+53.3%
Q4 2019$707,000
+9.6%
12,908
+11.6%
0.03%
-3.2%
Q3 2019$645,000
+7.0%
11,566
+4.5%
0.03%0.0%
Q2 2019$603,000
+45.3%
11,065
+42.5%
0.03%
+29.2%
Q1 2019$415,000
-24.0%
7,766
-25.8%
0.02%
-40.0%
Q4 2018$546,000
-16.1%
10,463
-16.0%
0.04%
+5.3%
Q3 2018$651,000
+39.7%
12,458
+40.8%
0.04%
+22.6%
Q2 2018$466,000
-3.9%
8,846
-4.0%
0.03%
-11.4%
Q1 2018$485,000
+13.6%
9,211
+12.2%
0.04%
+6.1%
Q4 2017$427,000
+13.3%
8,208
+12.5%
0.03%
+6.5%
Q3 2017$377,000
-25.9%
7,295
-25.7%
0.03%
-35.4%
Q2 2017$509,000
-13.9%
9,818
-14.0%
0.05%
-15.8%
Q1 2017$591,000
+5.5%
11,416
+5.8%
0.06%
-6.6%
Q4 2016$560,00010,7890.06%
Other shareholders
ISHARES TR shareholders Q1 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