Tarbox Family Office, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 282 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Tarbox Family Office, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$342,235
+7.1%
7,016
+8.2%
0.07%
+14.5%
Q2 2023$319,542
+1.6%
6,483
+0.9%
0.06%
-3.1%
Q1 2023$314,525
+2.3%
6,425
-0.6%
0.06%
-4.5%
Q4 2022$307,432
+45.7%
6,465
+52.5%
0.07%
+34.0%
Q3 2022$211,000
-22.4%
4,238
-22.5%
0.05%
-18.0%
Q2 2022$272,000
+34.0%
5,465
+40.5%
0.06%
+48.8%
Q1 2022$203,000
-1.0%
3,889
+3.6%
0.04%
+17.1%
Q4 2021$205,000
+35.8%
3,755
+36.9%
0.04%
+25.0%
Q3 2021$151,000
+15.3%
2,742
+15.1%
0.03%
+21.7%
Q2 2021$131,000
+3.1%
2,382
+3.1%
0.02%
-8.0%
Q1 2021$127,000
+2.4%
2,311
+5.1%
0.02%
-3.8%
Q4 2020$124,000
+22.8%
2,198
+21.5%
0.03%
+4.0%
Q3 2020$101,0001,8090.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Matson Money. Inc. 6,260,247$348,571,00019.04%
Trinity Wealth Management, LLC 164,863$9,180,00012.79%
PRUDENT INVESTORS NETWORK, INC. 236,755$13,182,0008.94%
Boston Standard Wealth Management, LLC 308,220$17,162,000,0007.75%
NYL Investors LLC 648,700$35,793,0007.64%
Certified Advisory Corp 403,402$22,461,0007.43%
DOHJ, LLC 142,740$7,978,0005.46%
Blueprint Investment Partners LLC 148,645$8,277,0005.27%
N.E.W. Advisory Services LLC 283,191$15,768,0004.91%
Allworth Financial LP 2,728,296$151,912,0004.68%
View complete list of ISHARES TR shareholders