Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 212 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$490,872
+15.3%
9,833
+15.3%
0.00%
Q1 2024$425,861
-8.9%
8,526
-9.1%
0.00%
-100.0%
Q4 2023$467,252
-15.6%
9,383
-17.3%
0.00%0.0%
Q3 2023$553,341
-22.4%
11,344
-21.6%
0.00%0.0%
Q2 2023$712,889
+4.8%
14,463
+4.1%
0.00%0.0%
Q1 2023$680,168
-0.3%
13,895
-3.1%
0.00%0.0%
Q4 2022$682,112
-37.9%
14,345
-36.9%
0.00%
-50.0%
Q3 2022$1,099,000
-4.6%
22,748
-1.7%
0.00%0.0%
Q2 2022$1,152,000
-7.2%
23,133
-2.9%
0.00%0.0%
Q1 2022$1,242,000
-21.4%
23,823
-17.8%
0.00%
-33.3%
Q4 2021$1,580,000
-5.2%
28,976
-4.4%
0.00%0.0%
Q3 2021$1,667,000
-4.0%
30,299
-3.8%
0.00%0.0%
Q2 2021$1,736,000
+8.3%
31,509
+7.9%
0.00%0.0%
Q1 2021$1,603,000
+44.3%
29,214
+47.8%
0.00%
+50.0%
Q4 2020$1,111,000
+175.7%
19,766
+173.0%
0.00%
+100.0%
Q3 2020$403,000
-17.9%
7,241
-17.7%
0.00%
-50.0%
Q3 2019$491,0008,8000.00%
Other shareholders
ISHARES TR shareholders Q4 2019
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