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 ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 413,160$20,153,94521.74%
Matson Money. Inc. 8,558,512$417,484,21515.10%
PRUDENT INVESTORS NETWORK, INC. 317,331$15,479,3827.25%
Boston Standard Wealth Management, LLC 518,831$25,309,0006.68%
Stewardship Advisors, LLC 341,806$16,673,3116.51%
N.E.W. Advisory Services LLC 896,064$43,710,0476.22%
SYON CAPITAL LLC 990,313$48,307,4686.01%
Compton Financial Group, LLC 316,196$15,424,0785.86%
PENOBSCOT WEALTH MANAGEMENT 147,101$7,1765.44%
Kooman & Associates 212,287$10,355,3605.24%
View complete list of ISHARES TR shareholders