Boston Standard Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Boston Standard Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$25,309,0000.0%518,8310.0%6.68%0.0%
Q3 2023$25,309,000
+1.1%
518,831
+2.1%
6.68%
+4.3%
Q2 2023$25,035,000
+6.5%
507,920
+5.7%
6.40%
-5.1%
Q1 2023$23,513,000
+0.1%
480,349
-2.7%
6.75%
-3.2%
Q4 2022$23,483,000
-99.9%
493,868
+4.6%
6.97%
-9.1%
Q3 2022$22,817,000,000
-7.3%
472,156
-3.7%
7.67%
-3.2%
Q2 2022$24,619,000,000
-3.6%
490,213
+0.1%
7.92%
+8.2%
Q1 2022$25,539,000,000
-2.5%
489,919
+2.0%
7.32%
+0.2%
Q4 2021$26,186,000,000
+3.8%
480,212
+4.7%
7.30%
-3.1%
Q3 2021$25,228,000,000
+4.3%
458,517
+4.5%
7.54%
+3.0%
Q2 2021$24,183,000,000
+8.3%
438,900
+7.9%
7.32%
+0.7%
Q1 2021$22,338,000,000
+18.0%
406,802
+20.8%
7.27%
+3.1%
Q4 2020$18,931,000,000
+7.8%
336,799
+6.8%
7.05%
-4.8%
Q3 2020$17,558,000,000
+2.3%
315,449
+2.3%
7.40%
-4.6%
Q2 2020$17,162,000,000
+3.5%
308,220
+1.2%
7.75%
-14.0%
Q1 2020$16,586,000,000
+1.4%
304,562
+2.1%
9.01%
+23.4%
Q4 2019$16,350,000,000
-0.4%
298,413
+1.4%
7.30%
-7.7%
Q3 2019$16,412,000,000
+7.1%
294,180
+4.7%
7.91%
+5.6%
Q2 2019$15,320,000,000
+6.4%
280,952
+3.7%
7.49%
-0.0%
Q1 2019$14,402,000,000
+4.4%
270,819
+2.5%
7.49%
-8.7%
Q4 2018$13,797,000,000
+2.4%
264,254
+2.0%
8.21%
+12.0%
Q3 2018$13,475,000,000
+19.9%
258,983
+21.3%
7.33%
+4.2%
Q1 2018$11,243,000,000
+11.4%
213,460
+10.1%
7.03%
+9.6%
Q4 2017$10,090,000,000193,8566.42%
Other shareholders
ISHARES TR shareholders Q4 2023
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