MBE 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 Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
MBE Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$503,117
+1.8%
10,314
+2.8%
0.29%
+8.6%
Q2 2023$494,428
+0.5%
10,031
-0.2%
0.27%
-8.3%
Q1 2023$492,104
-13.0%
10,053
-15.5%
0.29%
-20.5%
Q4 2022$565,750
-10.6%
11,898
-9.2%
0.36%
-21.0%
Q3 2022$633,000
-3.4%
13,103
-0.4%
0.46%
+1.1%
Q2 2022$655,000
-3.4%
13,157
+1.2%
0.46%
+13.4%
Q1 2022$678,000
-10.3%
12,998
-6.3%
0.40%
+3.9%
Q4 2021$756,000
-8.0%
13,868
-7.2%
0.39%
-7.4%
Q3 2021$822,000
-36.7%
14,940
-36.6%
0.42%
-37.6%
Q2 2021$1,298,000
-78.9%
23,562
-79.0%
0.67%
-79.9%
Q1 2021$6,151,000
+2.0%
112,121
+4.5%
3.34%
-18.2%
Q4 2020$6,033,000
+11.8%
107,335
+10.7%
4.08%
-10.1%
Q3 2020$5,397,000
+0.1%
96,946
+0.1%
4.54%
+0.0%
Q2 2020$5,390,000
+4.9%
96,818
+3.0%
4.53%
-7.5%
Q1 2020$5,140,000
+4.4%
93,993
+4.6%
4.90%
-0.5%
Q4 2019$4,922,00089,8344.93%
Other shareholders
ISHARES TR shareholders Q3 2021
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