MBE Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 283 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q4 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