EXENCIAL WEALTH 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
EXENCIAL WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,947,910
-2.3%
142,434
-1.3%
0.34%
+3.1%
Q2 2023$7,114,695
-2.0%
144,344
-2.7%
0.33%
-13.0%
Q1 2023$7,258,252
+6.3%
148,279
+3.3%
0.38%
+2.5%
Q4 2022$6,825,179
+260.4%
143,537
+266.3%
0.37%
+219.1%
Q3 2022$1,894,000
+129.9%
39,185
+136.9%
0.12%
+144.7%
Q2 2022$824,000
+11.4%
16,540
+16.5%
0.05%
+27.0%
Q1 2022$740,000
-8.2%
14,194
-4.0%
0.04%
-5.1%
Q4 2021$806,000
-4.5%
14,782
-3.4%
0.04%
-15.2%
Q2 2021$844,000
+2.6%
15,310
+2.1%
0.05%
-6.1%
Q1 2021$823,000
+0.7%
14,996
+3.2%
0.05%
-12.5%
Q4 2020$817,000
+2.1%
14,531
+1.1%
0.06%
+33.3%
Q3 2020$800,00014,3700.04%
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