Allen Capital Group, LLC - 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
Allen Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$266,685
-3.1%
5,493
-1.6%
0.05%0.0%
Q2 2023$275,235
-3.2%
5,584
-3.9%
0.05%
-9.6%
Q1 2023$284,351
-80.9%
5,809
-81.2%
0.05%
-84.8%
Q3 2022$1,491,000
-11.2%
30,849
-8.5%
0.34%
+0.3%
Q2 2022$1,679,000
-14.2%
33,702
-10.2%
0.34%
-7.8%
Q1 2022$1,957,000
+2.3%
37,545
+7.0%
0.37%
+56.1%
Q4 2021$1,913,000
+8.2%
35,080
+9.2%
0.24%
-33.2%
Q3 2021$1,768,000
+0.5%
32,135
+0.7%
0.36%
+0.6%
Q2 2021$1,759,000
-3.5%
31,926
-3.9%
0.35%
-11.8%
Q1 2021$1,822,000
+4.7%
33,218
+7.3%
0.40%
-4.5%
Q4 2020$1,740,000
+8.3%
30,952
+7.5%
0.42%
+4.0%
Q3 2020$1,607,000
-8.9%
28,791
-9.1%
0.40%
-13.7%
Q2 2020$1,764,000
+5.4%
31,673
+3.5%
0.47%
-9.3%
Q1 2020$1,673,000
+2.4%
30,594
+2.6%
0.52%
+19.2%
Q4 2019$1,634,000
+1.3%
29,814
+2.9%
0.43%
-13.4%
Q3 2019$1,613,000
+3.0%
28,972
+0.8%
0.50%
-1.4%
Q2 2019$1,566,000
+4.7%
28,751
+2.8%
0.51%
+2.4%
Q1 2019$1,496,000
+128.4%
27,968
+122.8%
0.49%
+113.9%
Q4 2018$655,00012,5520.23%
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