LexAurum Advisors, 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
LexAurum Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$454,386
+0.8%
9,315
+1.9%
0.13%
-2.2%
Q2 2023$450,560
+19.2%
9,141
+18.4%
0.14%
+8.8%
Q1 2023$377,894
-10.7%
7,720
-13.2%
0.12%
-17.8%
Q4 2022$423,147
-1.8%
8,899
-0.3%
0.15%
-9.0%
Q3 2022$431,000
-4.4%
8,924
-1.5%
0.17%
-1.2%
Q2 2022$451,000
-63.3%
9,061
-61.6%
0.17%
-57.9%
Q1 2022$1,230,000
-14.8%
23,595
-10.9%
0.40%
-14.7%
Q4 2021$1,443,000
+8.1%
26,468
+9.1%
0.47%
+19.3%
Q3 2021$1,335,000
+0.4%
24,268
+0.5%
0.39%0.0%
Q2 2021$1,330,000
+20.9%
24,146
+20.5%
0.39%
+4.8%
Q1 2021$1,100,000
+31.1%
20,042
+34.2%
0.38%
+24.9%
Q4 2020$839,000
+0.5%
14,931
-0.5%
0.30%
-12.2%
Q3 2020$835,000
+3.1%
15,000
+3.2%
0.34%
-22.6%
Q2 2020$810,000
+1.9%
14,5400.0%0.44%
-19.6%
Q1 2020$795,000
+40.7%
14,540
+40.9%
0.55%
+97.5%
Q4 2019$565,000
-0.5%
10,317
+1.4%
0.28%
-17.0%
Q3 2019$568,000
+15.4%
10,175
+12.6%
0.34%
+10.5%
Q2 2019$492,000
+41.0%
9,038
+38.3%
0.30%
+31.6%
Q1 2019$349,0006,5340.23%
Other shareholders
ISHARES TR shareholders Q3 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