Sowell Financial Services 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 Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$580,000
+8.2%
11,889
+9.3%
0.04%
+20.0%
Q2 2023$536,000
+121995.7%
10,876
+21.2%
0.03%
-11.8%
Q1 2023$439
-100.0%
8,972
-61.7%
0.03%
-53.4%
Q4 2021$1,272,000
+0.3%
23,421
+1.2%
0.07%
-15.1%
Q3 2021$1,268,000
-5.5%
23,146
-5.3%
0.09%
-3.4%
Q2 2021$1,342,000
-5.4%
24,441
-5.7%
0.09%
+81.6%
Q1 2021$1,419,000
-0.6%
25,919
+1.7%
0.05%
-19.7%
Q4 2020$1,427,000
+12.2%
25,480
+11.0%
0.06%
-4.7%
Q3 2020$1,272,000
+154.4%
22,947
+155.6%
0.06%
+137.0%
Q2 2020$500,000
+12.1%
8,979
+10.2%
0.03%
-18.2%
Q1 2020$446,000
+110.4%
8,151
+111.2%
0.03%
+106.2%
Q4 2019$212,000
-80.5%
3,860
-80.2%
0.02%
-82.2%
Q3 2019$1,086,000
-21.2%
19,469
-24.4%
0.09%
-41.6%
Q1 2019$1,378,00025,7690.15%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Matson Money. Inc. 7,718,666$424,698,00016.41%
Boston Standard Wealth Management, LLC 458,517$25,228,000,0007.54%
Trinity Wealth Management, LLC 179,207$9,860,0007.46%
PRUDENT INVESTORS NETWORK, INC. 270,805$14,900,0007.46%
Certified Advisory Corp 544,090$29,936,0007.27%
N.E.W. Advisory Services LLC 685,122$37,695,0006.14%
Compton Financial Group, LLC 239,934$13,201,0005.63%
AMARILLO NATIONAL BANK 416,547$22,918,0004.76%
Brown Financial Advisory 88,114$4,848,0003.99%
DOHJ, LLC 147,641$8,101,0003.84%
View complete list of ISHARES TR shareholders