Full Sail Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 293 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Full Sail Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,995,462
-0.8%
81,908
+0.3%
0.35%
+0.9%
Q2 2023$4,026,835
-1.1%
81,697
-1.8%
0.34%
-6.5%
Q1 2023$4,071,847
+3.4%
83,184
+0.4%
0.37%
-1.6%
Q4 2022$3,937,748
+10.1%
82,813
+11.9%
0.37%
+1.1%
Q3 2022$3,576,000
-4.0%
74,000
-1.1%
0.37%
+2.8%
Q2 2022$3,726,000
-44.9%
74,798
-42.4%
0.36%
-36.3%
Q1 2022$6,767,000
+70.0%
129,803
+76.3%
0.56%
+61.9%
Q4 2021$3,980,000
+200.8%
73,619
+206.3%
0.35%
+203.5%
Q3 2021$1,323,000
+495.9%
24,038
+495.3%
0.12%
+475.0%
Q2 2021$222,0000.0%4,0380.0%0.02%
-9.1%
Q1 2021$222,000
-1.8%
4,0380.0%0.02%
-8.3%
Q4 2020$226,0000.0%4,0380.0%0.02%
-14.3%
Q3 2020$226,0000.0%4,0380.0%0.03%
-12.5%
Q2 2020$226,000
+0.9%
4,0380.0%0.03%
-20.0%
Q1 2020$224,000
-24.6%
4,038
-24.3%
0.04%
-35.5%
Q4 2019$297,0005,3350.06%
Other shareholders
ISHARES TR shareholders Q3 2023
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