Divergent Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 283 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Divergent Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$931,078
-23.1%
18,890
-23.7%
0.20%
-27.3%
Q1 2023$1,211,538
-2.7%
24,751
-5.5%
0.28%
-9.6%
Q4 2022$1,244,836
-11.9%
26,180
-10.5%
0.31%
-18.3%
Q3 2022$1,413,000
-6.6%
29,247
-3.7%
0.38%
+1.9%
Q2 2022$1,513,000
-90.3%
30,384
-89.9%
0.38%
-88.4%
Q1 2022$15,616,000
-1.7%
299,550
+2.9%
3.24%
+0.7%
Q4 2021$15,878,000
+4.3%
291,185
+5.2%
3.22%
-5.1%
Q3 2021$15,225,000
+3.5%
276,718
+3.6%
3.39%
+1.1%
Q2 2021$14,716,000
+0.9%
267,077
+0.5%
3.35%
-2.6%
Q1 2021$14,578,000
+10.0%
265,723
+12.7%
3.44%
+1.0%
Q4 2020$13,248,000
+6.8%
235,687
+5.7%
3.41%
+1.8%
Q3 2020$12,406,000
+1.0%
222,897
+1.1%
3.35%
-7.2%
Q2 2020$12,278,000
+204.5%
220,509
+199.1%
3.61%
+151.8%
Q1 2020$4,032,000
-72.5%
73,730
-72.4%
1.43%
-66.7%
Q4 2019$14,652,000
+33.1%
267,424
+35.6%
4.31%
+26.5%
Q3 2019$11,005,000
-21.1%
197,253
-22.9%
3.41%
-23.2%
Q2 2019$13,943,000
+32.2%
255,951
+29.8%
4.44%
+26.5%
Q1 2019$10,549,000
+54.3%
197,248
+50.6%
3.51%
+38.3%
Q4 2018$6,837,000
-46.4%
130,947
-46.8%
2.54%
-42.4%
Q3 2018$12,754,000
+29.2%
246,213
+31.5%
4.40%
+23.8%
Q2 2018$9,868,000
+1.3%
187,292
+1.2%
3.56%
-2.5%
Q1 2018$9,743,000
-12.8%
184,990
-13.8%
3.65%
-22.9%
Q4 2017$11,168,000214,6654.73%
Other shareholders
ISHARES TR shareholders Q4 2021
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