Spartan Planning & Wealth Management - 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
Spartan Planning & Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,195
-99.8%
45
-99.8%
0.00%
-99.8%
Q4 2022$1,284,028
+62.1%
27,004
+64.7%
1.60%
+54.3%
Q3 2022$792,000
+4.8%
16,392
+8.1%
1.04%
+2.8%
Q2 2022$756,000
-99.9%
15,168
-5.2%
1.01%
-3.3%
Q1 2022$834,000,00016,0001.04%
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