Pure Financial Advisors, LLC - 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
Pure Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$5,153,950
-2.3%
103,493
-4.3%
0.18%
-17.6%
Q3 2023$5,272,748
-2.1%
108,092
-1.1%
0.22%
-5.3%
Q2 2023$5,385,100
-3.7%
109,253
-4.4%
0.23%
-12.0%
Q1 2023$5,593,145
-0.9%
114,262
-3.8%
0.26%
-11.3%
Q4 2022$5,645,921
+16.0%
118,737
+17.9%
0.29%
+3.2%
Q3 2022$4,867,000
-10.0%
100,713
-7.3%
0.28%
-15.5%
Q2 2022$5,409,000
-75.2%
108,601
-74.1%
0.34%
-66.5%
Q1 2022$21,835,000
+16.2%
418,865
+21.6%
1.00%
+7.3%
Q4 2021$18,787,000
+3.7%
344,518
+4.6%
0.93%
-33.4%
Q3 2021$18,113,000
-1.9%
329,215
-1.8%
1.40%
-6.9%
Q2 2021$18,466,000
-0.6%
335,134
-1.0%
1.50%
-18.7%
Q1 2021$18,575,000
-4.3%
338,584
-1.9%
1.85%
-20.5%
Q4 2020$19,408,000
-2.3%
345,270
-3.3%
2.32%
-20.0%
Q3 2020$19,872,000
-1.6%
357,027
-1.6%
2.90%
-8.0%
Q2 2020$20,193,000
+5.2%
362,665
+3.3%
3.16%
-2.2%
Q1 2020$19,193,000
-27.5%
350,935
-27.4%
3.23%
-28.7%
Q4 2019$26,475,000
-1.7%
483,210
+0.1%
4.52%
-7.1%
Q3 2019$26,924,000
-1.6%
482,596
-3.9%
4.87%
-0.8%
Q2 2019$27,357,000
+3.4%
502,186
+1.5%
4.90%
-1.7%
Q1 2019$26,460,000
-0.2%
494,773
-2.6%
4.99%
-7.2%
Q4 2018$26,524,000
+79.5%
508,034
+79.7%
5.38%
+66.5%
Q3 2018$14,777,000
+2.3%
282,709
+3.1%
3.23%
-91.6%
Q1 2018$14,440,000274,15738.38%
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