SlateStone Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 212 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$259,000
-36.7%
4,614
-37.2%
0.06%
-26.1%
Q3 2020$409,000
-34.8%
7,342
-34.8%
0.09%
-37.1%
Q2 2020$627,000
-0.9%
11,264
-2.6%
0.14%
-22.2%
Q1 2020$633,000
-2.8%
11,570
-2.7%
0.18%
+20.8%
Q4 2019$651,000
-1.1%
11,885
+0.8%
0.15%
-22.4%
Q3 2019$658,000
+4.9%
11,795
+2.5%
0.19%
+8.5%
Q2 2019$627,00011,5100.18%
Other shareholders
ISHARES TR shareholders Q1 2020
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