JGP Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 251 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
JGP Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,416,485
+4.7%
29,038
+5.8%
0.24%
+7.7%
Q2 2023$1,352,972
+6.1%
27,449
+5.3%
0.22%
-1.3%
Q1 2023$1,275,452
+0.7%
26,056
-2.1%
0.22%
-3.9%
Q4 2022$1,266,125
-2.2%
26,627
-0.8%
0.23%
-14.3%
Q3 2022$1,294,000
-1.3%
26,829
+2.4%
0.27%
+2.6%
Q2 2022$1,311,000
-1.4%
26,200
+1.6%
0.26%
+8.2%
Q1 2022$1,330,000
+3.5%
25,786
+8.8%
0.24%
+2.5%
Q4 2021$1,285,000
+21.5%
23,699
+23.2%
0.24%
+4.4%
Q3 2021$1,058,000
+9.9%
19,236
+10.1%
0.23%
+10.6%
Q2 2021$963,000
+18.7%
17,472
+18.1%
0.21%
+13.7%
Q1 2021$811,000
+19.1%
14,788
+21.0%
0.18%
+15.2%
Q4 2020$681,000
+13.7%
12,225
+13.5%
0.16%
-0.6%
Q3 2020$599,000
+4.2%
10,771
+4.1%
0.16%
-5.9%
Q2 2020$575,000
+4.2%
10,342
+2.7%
0.17%
-13.8%
Q1 2020$552,000
+20.8%
10,066
+21.4%
0.20%
+45.2%
Q4 2019$457,000
+2.2%
8,289
+3.1%
0.14%
-12.9%
Q3 2019$447,000
+22.8%
8,037
+20.3%
0.16%
+20.2%
Q2 2019$364,000
+61.8%
6,679
+58.5%
0.13%
+51.8%
Q1 2019$225,0004,2150.08%
Other shareholders
ISHARES TR shareholders Q1 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