Beta Wealth Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 293 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$2,318,799
-2.9%
48,765
-1.3%
1.56%
-9.5%
Q3 2022$2,388,000
-10.6%
49,418
-7.9%
1.72%
-3.9%
Q2 2022$2,671,000
-16.1%
53,641
-12.1%
1.79%
-16.0%
Q1 2022$3,184,000
-18.2%
61,059
-13.7%
2.13%
-24.1%
Q4 2021$3,891,0000.0%70,7170.0%2.81%0.0%
Q3 2021$3,891,000
-48.1%
70,717
-48.0%
2.81%
-46.3%
Q2 2021$7,499,000
-47.2%
136,112
-47.4%
5.22%
-49.4%
Q1 2021$14,192,000
-5.9%
258,675
-3.5%
10.32%
-20.3%
Q4 2020$15,075,000268,19012.94%
Other shareholders
ISHARES TR shareholders Q3 2023
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