Charles Schwab Investment Advisory, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 70 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Charles Schwab Investment Advisory, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,248,416
+8.0%
456,097
+9.2%
0.04%
+9.4%
Q2 2023$20,595,203
+21.9%
417,837
+21.1%
0.03%
+18.5%
Q1 2023$16,888,827
+0.0%
345,022
-2.8%
0.03%
-3.6%
Q4 2022$16,883,864
-6.3%
355,076
-4.8%
0.03%
-15.2%
Q3 2022$18,027,000
-3.1%
373,030
-0.1%
0.03%
+3.1%
Q2 2022$18,595,000
-42.2%
373,322
-39.5%
0.03%
-37.3%
Q1 2022$32,188,000
+7.2%
617,439
+12.1%
0.05%
+8.5%
Q4 2021$30,040,000
+35.5%
550,886
+36.7%
0.05%
+27.0%
Q3 2021$22,176,000
-6.0%
403,052
-5.9%
0.04%
-7.5%
Q2 2021$23,602,000
-21.2%
428,352
-21.6%
0.04%
-28.6%
Q1 2021$29,961,000
-10.9%
546,120
-8.7%
0.06%
-20.0%
Q4 2020$33,622,000
-8.1%
598,145
-9.0%
0.07%
-19.5%
Q3 2020$36,570,000
-8.1%
657,021
-8.1%
0.09%
-13.0%
Q2 2020$39,803,000
+9.6%
714,846
+7.7%
0.10%
-2.9%
Q1 2020$36,314,000
+24.9%
663,993
+25.1%
0.10%
+151.2%
Q4 2019$29,084,000
+19.5%
530,837
+21.7%
0.04%
+10.8%
Q3 2019$24,339,000
+37.4%
436,250
+34.2%
0.04%
+32.1%
Q2 2019$17,714,000
+35.0%
325,172
+32.5%
0.03%
+27.3%
Q1 2019$13,125,000
+36.3%
245,414
+33.1%
0.02%
+22.2%
Q4 2018$9,630,000
+93.4%
184,443
+93.6%
0.02%
+100.0%
Q3 2018$4,979,000
+237.6%
95,269
+240.3%
0.01%
+200.0%
Q2 2018$1,475,00027,9970.00%
Other shareholders
ISHARES TR shareholders Q2 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