Biltmore Capital Advisors 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
Biltmore Capital Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$4,440,000
+0.4%
81,426
+1.3%
0.74%
-9.2%
Q3 2021$4,423,000
-0.2%
80,392
-0.0%
0.82%
+0.5%
Q2 2021$4,431,000
+2.5%
80,415
+2.0%
0.81%
-13.2%
Q1 2021$4,324,000
-2.3%
78,815
+0.1%
0.94%
-22.6%
Q4 2020$4,426,000
-24.5%
78,739
-25.3%
1.21%
-29.3%
Q3 2020$5,866,000
+5.4%
105,390
+5.5%
1.71%
+11.3%
Q2 2020$5,563,000
+35.4%
99,915
+33.0%
1.54%
+4.9%
Q1 2020$4,108,000
-28.1%
75,113
-27.9%
1.46%
-13.6%
Q4 2019$5,711,000
-6.0%
104,235
-4.2%
1.70%
+5.8%
Q3 2019$6,073,000
+1.6%
108,847
-0.8%
1.60%
-8.2%
Q2 2019$5,980,000
+4.7%
109,767
+2.7%
1.75%
-5.8%
Q1 2019$5,713,000106,8331.85%
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