McKinley Carter Wealth Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 238 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$204,000
-15.7%
4,230
-12.9%
0.02%
-9.5%
Q2 2022$242,000
-7.3%
4,858
-3.1%
0.02%
+5.0%
Q1 2022$261,000
-7.8%
5,014
-3.3%
0.02%
-4.8%
Q4 2021$283,000
-1.0%
5,187
-0.3%
0.02%
-8.7%
Q3 2021$286,000
-5.3%
5,204
-5.1%
0.02%
-8.0%
Q2 2021$302,000
+7.1%
5,483
+6.7%
0.02%
+4.2%
Q1 2021$282,000
+14.6%
5,137
+17.3%
0.02%
-25.0%
Q4 2020$246,0004,3790.03%
Other shareholders
ISHARES TR shareholders Q4 2020
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