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 ↓
Matson Money. Inc. 6,215,697$345,966,00017.44%
PRUDENT INVESTORS NETWORK, INC. 242,323$13,487,0008.93%
Boston Standard Wealth Management, LLC 315,449$17,558,000,0007.40%
Blueprint Investment Partners LLC 160,761$9,036,0007.14%
NYL Investors LLC 329,800$18,357,0007.12%
DOHJ, LLC 150,346$8,404,0005.26%
N.E.W. Advisory Services LLC 326,307$18,176,0005.13%
Allworth Financial LP 2,954,963$164,473,0004.95%
MBE Wealth Management, LLC 96,946$5,397,0004.54%
First Ascent Asset Management, LLC 118,275$6,583,0003.57%
View complete list of ISHARES TR shareholders