Asset Dedication, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 90 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$7,000
+16.7%
1120.0%0.00%0.0%
Q1 2020$6,000
-82.4%
112
-81.8%
0.00%
-81.8%
Q2 2019$34,000
+13.3%
617
+12.4%
0.01%
+10.0%
Q1 2019$30,000
+3.4%
549
+0.5%
0.01%
-16.7%
Q4 2018$29,000
+31.8%
546
+33.8%
0.01%
+50.0%
Q3 2018$22,000
+10.0%
408
+7.9%
0.01%
+14.3%
Q2 2018$20,000
+81.8%
378
+84.4%
0.01%
+40.0%
Q1 2018$11,0002050.01%
Other shareholders
ISHARES TR shareholders Q3 2018
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