Savant Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 285 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Savant Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$26,555,360
-1.6%
531,958
-1.5%
0.27%
-14.2%
Q1 2024$26,980,241
+0.3%
540,145
+0.0%
0.31%
-10.7%
Q4 2023$26,898,819
+61.5%
540,137
+58.2%
0.35%
+39.9%
Q3 2023$16,651,392
+21.9%
341,357
+23.2%
0.25%
+15.9%
Q2 2023$13,656,112
+1.9%
277,056
+1.2%
0.21%
-14.4%
Q1 2023$13,402,272
+61.6%
273,795
+46.4%
0.25%
+23.2%
Q4 2022$8,294,651
+0.2%
187,051
+9.2%
0.20%
-21.3%
Q3 2022$8,277,000
+82.6%
171,277
+88.3%
0.26%
+88.3%
Q2 2022$4,532,000
+8.8%
90,978
+13.8%
0.14%
+0.7%
Q1 2022$4,167,000
-3.5%
79,933
+0.9%
0.14%
-2.9%
Q4 2021$4,319,000
-3.0%
79,207
-2.1%
0.14%
-13.6%
Q3 2021$4,451,000
-6.7%
80,903
-6.6%
0.16%
-16.1%
Q2 2021$4,773,000
-1.8%
86,625
-2.3%
0.19%
-26.1%
Q1 2021$4,862,000
-4.0%
88,624
-1.6%
0.26%
-11.5%
Q4 2020$5,062,000
-4.1%
90,052
-5.0%
0.30%
-18.3%
Q3 2020$5,277,000
-1.7%
94,811
-1.7%
0.36%
-11.3%
Q2 2020$5,369,000
-5.7%
96,429
-7.4%
0.41%
-24.6%
Q1 2020$5,695,000
+9.1%
104,128
+9.3%
0.54%
-15.6%
Q4 2019$5,222,000
-8.3%
95,311
-6.7%
0.64%
-19.1%
Q3 2019$5,697,000
+6.2%
102,123
+3.7%
0.79%
+4.6%
Q2 2019$5,363,00098,4450.76%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Matson Money. Inc. 7,225,511$396,397,00020.53%
Trinity Wealth Management, LLC 145,904$7,979,00010.45%
Boston Standard Wealth Management, LLC 304,562$16,586,000,0009.01%
NYL Investors LLC 329,900$18,042,0008.01%
Certified Advisory Corp 343,377$18,779,0007.42%
PRUDENT INVESTORS NETWORK, INC. 172,488$9,433,0007.23%
DOHJ, LLC 118,661$6,490,0006.30%
LEGG MASON, INC. 1,033$57,0005.94%
MBE Wealth Management, LLC 93,993$5,140,0004.90%
Allworth Financial LP 2,551,349$139,533,0004.64%
View complete list of ISHARES TR shareholders