OARSMAN CAPITAL, 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
OARSMAN CAPITAL, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$297,910
-17.6%
6,086
-20.0%
0.14%
-24.9%
Q4 2022$361,570
-76.3%
7,604
-75.9%
0.18%
-77.4%
Q3 2022$1,527,000
-5.9%
31,590
-3.1%
0.82%
+1.5%
Q2 2022$1,623,000
-3.8%
32,592
+0.7%
0.81%
+22.3%
Q1 2022$1,687,000
+3.4%
32,361
+8.2%
0.66%
+2.5%
Q4 2021$1,631,000
-1.6%
29,906
-0.7%
0.64%
-4.2%
Q3 2021$1,658,000
-0.4%
30,126
-0.3%
0.67%
+1.4%
Q2 2021$1,665,000
+8.2%
30,218
+7.8%
0.66%
-0.6%
Q1 2021$1,539,000
-33.9%
28,044
-32.3%
0.67%
-26.4%
Q4 2020$2,330,000
+12.0%
41,450
+10.9%
0.90%
-3.4%
Q3 2020$2,080,000
+34.9%
37,368
+34.9%
0.94%
+23.0%
Q2 2020$1,542,000
-14.3%
27,693
-15.8%
0.76%
-54.1%
Q1 2020$1,799,000
-69.3%
32,890
-69.2%
1.66%
-38.0%
Q4 2019$5,858,000
+4.6%
106,917
+6.6%
2.68%
+0.5%
Q3 2019$5,598,000
+5.5%
100,339
+3.1%
2.66%
+10.8%
Q2 2019$5,304,000
+5.9%
97,359
+4.0%
2.40%
+1.1%
Q1 2019$5,008,000
+10.9%
93,645
+8.2%
2.38%
+2.8%
Q4 2018$4,517,000
-0.5%
86,516
-0.4%
2.32%
+26.6%
Q3 2018$4,540,000
+4.7%
86,853
+5.6%
1.83%
-7.2%
Q2 2018$4,336,000
+8.6%
82,285
+8.6%
1.97%
+8.4%
Q1 2018$3,991,000
+15.6%
75,775
+14.2%
1.82%
+22.3%
Q4 2017$3,453,00066,3381.49%
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