CreativeOne Wealth, LLC - 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
CreativeOne Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$426
-71.8%
8,748
-71.3%
0.03%
-18.4%
Q2 2023$1,511
+121.9%
30,521
+119.5%
0.04%
+11.8%
Q1 2023$681
+16.8%
13,903
+13.3%
0.03%
+6.2%
Q4 2022$583
-99.9%
12,271
-24.7%
0.03%
-31.9%
Q3 2022$788,000
-3.2%
16,291
-0.3%
0.05%
+6.8%
Q2 2022$814,000
-59.1%
16,336
-57.2%
0.04%
-57.3%
Q1 2022$1,989,000
-29.5%
38,147
-26.2%
0.10%
-25.9%
Q4 2021$2,820,000
-28.8%
51,710
-28.2%
0.14%
-40.1%
Q3 2021$3,958,000
-19.5%
72,025
-19.3%
0.23%
-23.7%
Q2 2021$4,919,000
-58.1%
89,266
-58.3%
0.30%
-65.8%
Q1 2021$11,739,000
+0.5%
213,983
+3.0%
0.89%
-8.2%
Q4 2020$11,681,000
+6.0%
207,805
+5.0%
0.97%
-36.8%
Q3 2020$11,017,000
+6.1%
197,942
+6.1%
1.53%
-5.2%
Q2 2020$10,387,000
+20.0%
186,564
+17.9%
1.61%
-2.4%
Q1 2020$8,653,000
+22.4%
158,208
+22.6%
1.65%
+38.4%
Q4 2019$7,069,000
+40.9%
129,014
+43.4%
1.19%
+23.3%
Q3 2019$5,018,000
+116.3%
89,943
+111.2%
0.97%
+98.8%
Q2 2019$2,320,000
+297.9%
42,587
+290.9%
0.49%
+220.4%
Q1 2019$583,000
+25.9%
10,894
+22.9%
0.15%
-2.6%
Q4 2018$463,000
+35.8%
8,862
+36.0%
0.16%
+23.8%
Q3 2018$341,0006,5150.13%
Other shareholders
ISHARES TR shareholders Q4 2021
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