Cetera Investment Advisers - 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
Cetera Investment Advisers ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,843,543
-5.2%
37,793
-4.2%
0.02%0.0%
Q2 2023$1,944,638
+62.0%
39,453
+60.9%
0.02%
+60.0%
Q1 2023$1,200,450
+11.8%
24,524
+8.6%
0.01%0.0%
Q4 2022$1,073,346
-29.2%
22,573
-28.0%
0.01%
-66.7%
Q3 2022$1,516,000
+181.8%
31,368
+190.1%
0.03%
+233.3%
Q2 2022$538,000
-9.7%
10,811
-5.4%
0.01%0.0%
Q1 2022$596,000
-11.3%
11,430
-7.3%
0.01%
-10.0%
Q4 2021$672,000
-9.6%
12,332
-8.7%
0.01%
-16.7%
Q3 2021$743,000
+3.9%
13,504
+4.0%
0.01%
+9.1%
Q2 2021$715,000
-15.0%
12,983
-15.3%
0.01%
-35.3%
Q1 2021$841,000
-1.8%
15,323
+0.6%
0.02%0.0%
Q4 2020$856,000
+65.6%
15,236
+64.1%
0.02%
-59.5%
Q3 2020$517,0000.0%9,2830.0%0.04%
-12.5%
Q2 2020$517,000
-7.0%
9,283
-8.7%
0.05%
-29.4%
Q1 2020$556,000
-5.3%
10,171
-5.3%
0.07%
+15.3%
Q4 2019$587,000
+15.8%
10,735
+18.2%
0.06%
-4.8%
Q3 2019$507,000
+3.0%
9,079
+0.5%
0.06%
-1.6%
Q2 2019$492,000
+1.9%
9,0340.0%0.06%
-7.4%
Q1 2019$483,000
-8.5%
9,034
-10.6%
0.07%
-20.9%
Q4 2018$528,0000.0%10,1020.0%0.09%
+13.2%
Q3 2018$528,000
-8.2%
10,102
-7.5%
0.08%
-24.8%
Q2 2018$575,0000.0%10,9160.0%0.10%
-6.5%
Q1 2018$575,000
+1.2%
10,9160.0%0.11%
+3.8%
Q4 2017$568,000
+0.7%
10,9160.0%0.10%
-16.8%
Q3 2017$564,000
-0.2%
10,9160.0%0.12%
-10.1%
Q2 2017$565,000
+0.4%
10,916
+0.4%
0.14%
-10.3%
Q1 2017$563,000
-0.2%
10,8720.0%0.16%
-17.6%
Q4 2016$564,00010,8720.19%
Other shareholders
ISHARES TR shareholders Q3 2023
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