Advisory Alpha, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 110 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Advisory Alpha, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$1,150,203
-12.9%
23,027
-13.1%
0.05%
-21.7%
Q4 2023$1,320,187
+32.5%
26,509
+29.8%
0.06%
+17.6%
Q3 2023$996,527
-7.1%
20,429
-6.1%
0.05%
-7.3%
Q2 2023$1,072,129
-4.3%
21,751
-5.0%
0.06%
-22.5%
Q1 2023$1,120,746
-8.7%
22,896
-11.3%
0.07%
-18.4%
Q4 2022$1,227,389
-8.1%
25,812
-6.6%
0.09%
-14.7%
Q3 2022$1,336,000
-22.2%
27,636
-19.8%
0.10%
-20.9%
Q2 2022$1,717,000
-4.5%
34,479
-0.0%
0.13%
+11.2%
Q1 2022$1,798,000
-26.9%
34,481
-23.6%
0.12%
-18.9%
Q4 2021$2,460,000
-66.9%
45,117
-66.6%
0.14%
-72.1%
Q3 2021$7,430,000
+184.8%
135,042
+185.2%
0.51%
+139.7%
Q2 2021$2,609,000
+14.3%
47,345
+13.8%
0.21%
-7.0%
Q1 2021$2,283,000
+1656.2%
41,606
+1567.6%
0.23%
+597.0%
Q3 2018$130,000
-82.5%
2,495
-82.3%
0.03%
-82.3%
Q2 2018$742,000
-69.7%
14,095
-69.8%
0.19%
-78.0%
Q1 2018$2,445,000
+3204.1%
46,608
+3184.6%
0.85%
+3429.2%
Q4 2017$74,0001,4190.02%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Matson Money. Inc. 7,225,511$396,397,00020.53%
Trinity Wealth Management, LLC 145,904$7,979,00010.45%
Boston Standard Wealth Management, LLC 304,562$16,586,000,0009.01%
NYL Investors LLC 329,900$18,042,0008.01%
Certified Advisory Corp 343,377$18,779,0007.42%
PRUDENT INVESTORS NETWORK, INC. 172,488$9,433,0007.23%
DOHJ, LLC 118,661$6,490,0006.30%
LEGG MASON, INC. 1,033$57,0005.94%
MBE Wealth Management, LLC 93,993$5,140,0004.90%
Allworth Financial LP 2,551,349$139,533,0004.64%
View complete list of ISHARES TR shareholders