INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 206 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,377,938
-0.6%
28,248
+0.5%
0.22%0.0%
Q2 2023$1,385,690
-5.3%
28,113
-6.0%
0.22%
-6.6%
Q1 2023$1,463,920
+83.6%
29,906
+78.3%
0.24%
+82.6%
Q4 2022$797,461
-4.2%
16,771
-2.6%
0.13%
-10.8%
Q3 2022$832,000
-10.5%
17,216
-7.8%
0.15%
-7.5%
Q2 2022$930,000
-5.0%
18,675
-0.6%
0.16%
+4.6%
Q1 2022$979,000
-5.2%
18,789
-0.8%
0.15%
-5.0%
Q4 2021$1,033,000
-0.6%
18,938
+0.3%
0.16%
-3.0%
Q3 2021$1,039,000
-3.0%
18,881
-2.8%
0.17%
-6.2%
Q2 2021$1,071,0000.0%19,430
-0.5%
0.18%
-14.5%
Q1 2021$1,071,000
-43.4%
19,531
-41.9%
0.21%
-47.9%
Q4 2020$1,891,000
+7.5%
33,639
+6.4%
0.40%
-2.9%
Q3 2020$1,759,000
+2.7%
31,609
+2.8%
0.41%
+15.2%
Q2 2020$1,712,000
-1.8%
30,753
-3.6%
0.36%
-11.7%
Q1 2020$1,744,000
+2.8%
31,894
+3.0%
0.40%
+12.3%
Q4 2019$1,697,000
-4.6%
30,968
-2.9%
0.36%
-8.4%
Q3 2019$1,779,000
+358.5%
31,891
+347.8%
0.39%
+365.5%
Q2 2019$388,0007,1210.08%
Other shareholders
ISHARES TR shareholders Q3 2020
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