Kovitz Investment Group Partners, 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
Kovitz Investment Group Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$551,929
+99887.1%
11,198
-0.7%
0.01%
-20.0%
Q1 2023$552
-6.9%
11,281
-9.6%
0.01%
-16.7%
Q4 2022$593
-99.9%
12,480
-17.7%
0.01%
-29.4%
Q3 2022$732,000
-3.8%
15,156
-0.8%
0.02%0.0%
Q2 2022$761,000
-5.3%
15,285
-0.9%
0.02%
+13.3%
Q1 2022$804,000
-6.9%
15,420
+0.3%
0.02%
-25.0%
Q4 2021$864,000
+2.2%
15,369
+0.1%
0.02%
+17.6%
Q3 2021$845,000
-0.9%
15,359
-0.8%
0.02%0.0%
Q2 2021$853,000
+0.2%
15,480
-0.3%
0.02%
-15.0%
Q1 2021$851,000
-1.5%
15,519
+1.0%
0.02%
-4.8%
Q4 2020$864,000
-0.2%
15,369
-1.3%
0.02%
-12.5%
Q3 2020$866,000
-2.5%
15,567
-2.4%
0.02%
-11.1%
Q2 2020$888,000
-1.2%
15,942
-2.8%
0.03%
+3.8%
Q4 2019$899,000
+3.0%
16,402
+4.8%
0.03%
-7.1%
Q3 2019$873,000
-8.6%
15,654
-10.7%
0.03%
-6.7%
Q2 2019$955,000
-9.6%
17,528
-11.2%
0.03%
-9.1%
Q1 2019$1,056,000
+1.4%
19,745
-1.0%
0.03%
-19.5%
Q4 2018$1,041,00019,9460.04%
Other shareholders
ISHARES TR shareholders Q3 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