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

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 295 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q2 2022
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