B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 210 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$344,091
+49.6%
6,981
+58.7%
0.01%0.0%
Q1 2022$230,000
-20.1%
4,400
-16.5%
0.01%0.0%
Q4 2021$288,000
-3.4%
5,267
-2.5%
0.01%
-11.1%
Q3 2021$298,000
-1.0%
5,402
-0.9%
0.01%
-10.0%
Q2 2021$301,000
+1.7%
5,450
+1.1%
0.01%0.0%
Q1 2021$296,000
-95.2%
5,389
-95.1%
0.01%
-97.0%
Q4 2020$6,205,000
+10.8%
110,390
+9.7%
0.33%
+11.0%
Q3 2020$5,600,000
+2.3%
100,598
+2.4%
0.30%
-18.1%
Q2 2020$5,472,000
+3.4%
98,262
+1.6%
0.36%
-19.1%
Q1 2020$5,290,000
+6.2%
96,711
+6.4%
0.45%
+6.4%
Q4 2019$4,981,000
+3.7%
90,898
+5.6%
0.42%
-10.4%
Q3 2019$4,801,000
+1969.4%
86,051
+1926.2%
0.47%
+1792.0%
Q2 2019$232,0004,2470.02%
Other shareholders
ISHARES TR shareholders Q4 2019
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