Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 238 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$970,326
+314.5%
19,686
+299.9%
0.04%
+270.0%
Q4 2022$234,097
-45.9%
4,923
-45.0%
0.01%
-54.5%
Q3 2022$433,000
-22.5%
8,956
-20.2%
0.02%
-40.5%
Q2 2022$559,000
-7.5%
11,230
-3.1%
0.04%
+8.8%
Q1 2022$604,000
+2.5%
11,588
+7.2%
0.03%
+9.7%
Q4 2021$589,000
-12.4%
10,810
-11.4%
0.03%
-22.5%
Q3 2021$672,000
+14.9%
12,205
+14.9%
0.04%
+14.3%
Q2 2021$585,000
-29.5%
10,624
-29.8%
0.04%
-38.6%
Q1 2021$830,000
-36.4%
15,134
-34.8%
0.06%
-41.2%
Q4 2020$1,305,000
+22.9%
23,211
+21.7%
0.10%
+5.4%
Q3 2020$1,062,000
+33.1%
19,074
+33.2%
0.09%
+17.9%
Q2 2020$798,000
+86.9%
14,325
+83.5%
0.08%
+34.5%
Q1 2020$427,000
+10.3%
7,807
+10.6%
0.06%
+41.5%
Q4 2019$387,0007,0600.04%
Other shareholders
ISHARES TR shareholders Q4 2020
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