Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 256 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
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 Q3 2021
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