Financial Gravity Asset Management, Inc. - 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
Financial Gravity Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$120,026,972
+329490.5%
5,535,232
+2355.7%
1.32%
+1236.4%
Q2 2023$36,417
-14.8%
225,402
+3.0%
0.10%
-92.5%
Q1 2023$42,729
+49.7%
218,834
+145.1%
1.32%
+783.2%
Q4 2022$28,546
-99.9%
89,274
-0.8%
0.15%
-88.1%
Q3 2022$37,186,000
-14.7%
89,998
-54.0%
1.26%
-7.2%
Q2 2022$43,582,000
+7.6%
195,768
+108.5%
1.36%
+19.3%
Q1 2022$40,506,000
-32.1%
93,891
-36.6%
1.14%
-15.7%
Q4 2021$59,659,000
+666.6%
148,149
+4.6%
1.35%
-63.2%
Q3 2021$7,782,000
-36.3%
141,668
-36.2%
3.66%
-16.3%
Q2 2021$12,223,000
-84.5%
222,011
+7.6%
4.38%
+171.0%
Q1 2021$78,987,000
+1007.8%
206,249
+62.9%
1.62%
-75.2%
Q4 2020$7,130,000
-98.0%
126,623
+291.5%
6.53%
+501.8%
Q1 2020$350,735,000
+637600.0%
32,341
+88.3%
1.08%
+2755.3%
Q4 2019$55,000
+111.5%
17,176
+3593.8%
0.04%
+72.7%
Q3 2019$26,000
+4.0%
465
+1.5%
0.02%
+4.8%
Q2 2019$25,0000.0%458
-3.8%
0.02%
+5.0%
Q1 2019$25,000
-67.1%
476
-67.4%
0.02%
-75.0%
Q3 2018$76,000
-12.6%
1,462
-11.8%
0.08%
-2.4%
Q2 2018$87,000
+1.2%
1,657
+1.7%
0.08%
-6.8%
Q1 2018$86,0001,6290.09%
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