Biltmore Capital Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 283 filers reported holding ISHARES TR in Q4 2021. 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 Q4 2021
NameSharesValueWeighting ↓
Matson Money. Inc. 7,492,279$412,825,00016.28%
Trinity Wealth Management, LLC 194,011$10,690,0008.36%
PRUDENT INVESTORS NETWORK, INC. 264,265$14,561,0007.38%
Boston Standard Wealth Management, LLC 438,900$24,183,000,0007.32%
Certified Advisory Corp 511,865$28,204,0007.09%
N.E.W. Advisory Services LLC 641,650$35,325,0005.91%
Compton Financial Group, LLC 229,013$12,619,0005.37%
Beta Wealth Group, Inc. 136,112$7,499,0005.22%
Financial Gravity Asset Management, Inc. 222,011$12,223,0004.38%
Blossom Wealth Management 9,331$514,0003.87%
View complete list of ISHARES TR shareholders