Burt Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 256 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Burt Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,869,854
+886.9%
99,833
+897.2%
1.50%
+904.0%
Q2 2023$493,442
-8.0%
10,011
-8.6%
0.15%
-10.8%
Q1 2023$536,247
-82.3%
10,955
-82.8%
0.17%
-83.6%
Q4 2022$3,034,926
+354.3%
63,826
+361.8%
1.02%
+279.1%
Q3 2022$668,000
-6.7%
13,821
-3.8%
0.27%
+7.6%
Q2 2022$716,000
-76.1%
14,367
-74.9%
0.25%
-72.2%
Q1 2022$2,990,000
+213.4%
57,349
+227.7%
0.90%
+187.5%
Q4 2021$954,000
-83.1%
17,499
-82.9%
0.31%
-82.7%
Q3 2021$5,644,000
+2430.9%
102,585
+2439.2%
1.80%
+2121.0%
Q2 2021$223,000
+28.2%
4,040
+30.4%
0.08%
+35.0%
Q4 2020$174,000
+4.8%
3,097
+3.5%
0.06%
-3.2%
Q3 2020$166,000
+127.4%
2,991
+128.0%
0.06%
+106.7%
Q2 2020$73,000
-8.8%
1,312
-10.2%
0.03%
-16.7%
Q1 2020$80,000
+150.0%
1,461
+154.1%
0.04%
+200.0%
Q4 2019$32,000
+433.3%
575
+475.0%
0.01%
+500.0%
Q3 2019$6,000
+20.0%
1000.0%0.00%0.0%
Q2 2019$5,0001000.00%
Other shareholders
ISHARES TR shareholders Q2 2021
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