Capital Analysts, LLC - 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
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,456
+7.8%
460,354
+8.9%
1.25%
+7.9%
Q2 2023$20,840
+5.5%
422,796
+4.8%
1.16%
+2.5%
Q1 2023$19,750
+12.1%
403,482
+8.8%
1.13%
+5.0%
Q4 2022$17,626
-99.9%
370,678
+15.9%
1.08%
+1.0%
Q3 2022$15,449,000
-0.2%
319,692
+2.9%
1.06%
-1.0%
Q2 2022$15,476,000
+220985.7%
310,699
+246486.5%
1.08%
+107500.0%
Q1 2020$7,000
-53.3%
126
-55.0%
0.00%0.0%
Q4 2019$15,0000.0%280
+0.4%
0.00%
-50.0%
Q3 2019$15,0000.0%279
+0.7%
0.00%0.0%
Q2 2019$15,0002770.00%
Other shareholders
ISHARES TR shareholders Q3 2022
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