9258 Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 256 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,153,883
-2.3%
64,655
-1.3%
0.61%
+0.8%
Q2 2023$3,229,739
+12.1%
65,525
+11.3%
0.61%
+4.5%
Q1 2023$2,881,649
+9.3%
58,869
+6.2%
0.58%
+2.1%
Q4 2022$2,635,375
+23.8%
55,423
+25.8%
0.57%
+4.8%
Q3 2022$2,128,000
+26.9%
44,040
+30.8%
0.54%
+26.5%
Q2 2022$1,677,000
+74.0%
33,669
+82.1%
0.43%
+92.0%
Q1 2022$964,000
-8.3%
18,492
-4.0%
0.22%
-7.1%
Q4 2021$1,051,000
+7.2%
19,268
+8.1%
0.24%
-8.0%
Q3 2021$980,000
+21.1%
17,816
+21.4%
0.26%
+20.2%
Q2 2021$809,000
+55.9%
14,676
+55.2%
0.22%
+39.7%
Q1 2021$519,000
+149.5%
9,456
+155.4%
0.16%
+129.4%
Q4 2020$208,000
-7.1%
3,702
-7.6%
0.07%
-20.0%
Q3 2020$224,000
-7.4%
4,008
-7.8%
0.08%
-13.3%
Q2 2020$242,000
+0.8%
4,3450.0%0.10%
-7.5%
Q1 2020$240,000
-51.8%
4,345
-52.2%
0.11%
-42.1%
Q4 2019$498,0009,0880.18%
Other shareholders
ISHARES TR shareholders Q2 2021
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