Trinity Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 283 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Trinity Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,931,612
+2.8%
162,600
+3.9%
4.92%
+4.4%
Q2 2023$7,711,996
+5.6%
156,462
+4.8%
4.71%
-1.7%
Q1 2023$7,304,988
+9.0%
149,234
+5.8%
4.79%
+0.4%
Q4 2022$6,704,106
+10.8%
140,991
+12.7%
4.77%
-1.5%
Q3 2022$6,048,000
-5.1%
125,158
-2.1%
4.84%
-2.5%
Q2 2022$6,370,000
-10.9%
127,887
-6.8%
4.97%
-1.2%
Q1 2022$7,153,000
-27.0%
137,223
-23.6%
5.03%
-25.4%
Q4 2021$9,799,000
-0.6%
179,690
+0.3%
6.74%
-9.7%
Q3 2021$9,860,000
-7.8%
179,207
-7.6%
7.46%
-10.7%
Q2 2021$10,690,000
-0.6%
194,011
-1.1%
8.36%
-10.5%
Q1 2021$10,758,000
-3.3%
196,096
-0.9%
9.33%
-7.7%
Q4 2020$11,122,000
+21.2%
197,866
+20.0%
10.11%
-21.0%
Q2 2020$9,180,000
+15.1%
164,863
+13.0%
12.79%
+22.4%
Q1 2020$7,979,000
+22.4%
145,904
+22.6%
10.45%
+59.6%
Q4 2019$6,521,000119,0266.55%
Other shareholders
ISHARES TR shareholders Q4 2021
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