EXENCIAL WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 295 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q2 2022
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