Brio Consultants, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 282 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Brio Consultants, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,246,758
-4.5%
230,561
-3.5%
2.11%
-0.8%
Q2 2023$11,779,138
+4.9%
238,976
+4.1%
2.13%
+2.5%
Q1 2023$11,233,521
+6.5%
229,490
+3.5%
2.08%
-1.0%
Q4 2022$10,544,134
+3.4%
221,748
+4.5%
2.10%
-2.5%
Q3 2022$10,197,000
-0.9%
212,274
+4.0%
2.16%
-7.7%
Q2 2022$10,291,000
+4016.4%
204,106
+4161.1%
2.34%
+4307.5%
Q1 2022$250,000
-2.0%
4,790
+2.6%
0.05%
-11.7%
Q4 2021$255,000
-7.3%
4,668
-6.7%
0.06%
-10.4%
Q3 2021$275,000
-0.4%
5,0040.0%0.07%
-5.6%
Q2 2021$276,000
+3.4%
5,004
+2.9%
0.07%
-10.1%
Q1 2021$267,000
-4.0%
4,865
-1.5%
0.08%
-12.2%
Q4 2020$278,000
-25.1%
4,938
-25.8%
0.09%
-19.6%
Q3 2020$371,000
-0.5%
6,658
-0.7%
0.11%
-10.4%
Q2 2020$373,0006,7040.12%
Other shareholders
ISHARES TR shareholders Q1 2022
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