Synergy Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 282 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Synergy Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$533,283
+11.4%
10,932
+11.8%
0.11%
-7.8%
Q1 2023$478,555
-11.4%
9,776
-13.9%
0.12%
-16.7%
Q4 2022$539,950
+26.2%
11,355
+28.2%
0.14%
+20.0%
Q3 2022$428,000
-8.0%
8,857
-5.1%
0.12%
-6.5%
Q2 2022$465,000
-93.1%
9,336
-92.4%
0.12%
-92.3%
Q4 2021$6,711,000123,0641.60%
Other shareholders
ISHARES TR shareholders Q1 2022
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