55I, 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
55I, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$703,000
+15.1%
13,490
+20.4%
0.02%
+6.2%
Q4 2021$611,000
+30.8%
11,205
+32.1%
0.02%
+14.3%
Q3 2021$467,000
-12.1%
8,480
-12.0%
0.01%
-26.3%
Q2 2021$531,000
+123.1%
9,634
+121.9%
0.02%
+58.3%
Q1 2021$238,000
-5.6%
4,342
-3.1%
0.01%
-36.8%
Q4 2020$252,000
-18.7%
4,482
-19.5%
0.02%
-32.1%
Q3 2020$310,000
-2.2%
5,567
-2.3%
0.03%
-41.7%
Q2 2020$317,000
+0.6%
5,697
-0.7%
0.05%
-47.3%
Q1 2020$315,000
-32.4%
5,740
-32.6%
0.09%
-54.3%
Q4 2019$466,000
-7.5%
8,513
-5.8%
0.20%
-19.1%
Q3 2019$504,000
+19.7%
9,036
+16.8%
0.25%
+3.8%
Q2 2019$421,000
+23.8%
7,737
+21.6%
0.24%
-12.2%
Q1 2019$340,0006,3650.27%
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