SAGE RHINO CAPITAL LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 251 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
SAGE RHINO CAPITAL LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,047,248
-2.6%
41,969
-1.6%
0.58%
-1.7%
Q2 2023$2,101,627
-6.4%
42,638
-7.0%
0.58%
-10.7%
Q1 2023$2,244,896
+18.7%
45,861
+15.3%
0.66%
+9.0%
Q4 2022$1,891,777
+47.9%
39,785
+50.3%
0.60%
+16.9%
Q3 2022$1,279,000
-5.7%
26,473
-2.8%
0.51%
-1.0%
Q2 2022$1,357,000
-6.9%
27,235
-2.5%
0.52%
+17.4%
Q1 2022$1,457,000
+3.9%
27,945
+8.7%
0.44%
+12.5%
Q4 2021$1,402,000
-9.9%
25,706
-9.1%
0.39%
-16.9%
Q3 2021$1,556,000
-0.4%
28,276
-0.3%
0.47%
+2.4%
Q2 2021$1,563,000
+1.8%
28,365
+1.4%
0.46%
-8.3%
Q1 2021$1,535,000
+3.0%
27,981
+5.5%
0.50%
-14.4%
Q4 2020$1,491,000
+2.0%
26,526
+1.0%
0.59%
-16.7%
Q3 2020$1,462,000
+4.4%
26,261
+4.5%
0.71%
-4.3%
Q2 2020$1,400,000
+12.2%
25,139
+10.1%
0.74%
-17.5%
Q1 2020$1,248,000
+0.1%
22,826
+0.7%
0.90%
+26.2%
Q4 2019$1,247,000
+7.0%
22,677
+8.6%
0.71%
-2.9%
Q3 2019$1,165,000
+6.2%
20,881
+3.7%
0.73%
+3.8%
Q2 2019$1,097,000
-14.1%
20,137
-15.7%
0.70%
-16.6%
Q1 2019$1,277,00023,8760.84%
Other shareholders
ISHARES TR shareholders Q1 2021
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