Charles Schwab Trust Co - 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
Charles Schwab Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$330,485
+7.9%
6,775
+8.8%
0.04%0.0%
Q2 2023$306,418
+12.5%
6,228
+12.0%
0.04%
+12.1%
Q1 2023$272,260
+17.1%
5,562
+13.7%
0.03%
+6.5%
Q4 2022$232,520
-28.2%
4,890
-27.1%
0.03%
-42.6%
Q3 2022$324,000
-25.0%
6,707
-22.6%
0.05%
-39.3%
Q2 2022$432,000
-72.4%
8,666
-71.2%
0.09%
-67.6%
Q1 2022$1,567,000
+28.0%
30,057
+34.0%
0.28%
+38.2%
Q4 2021$1,224,000
-9.9%
22,438
-9.1%
0.20%
-25.5%
Q3 2021$1,359,000
-7.2%
24,696
-7.0%
0.27%
-7.3%
Q2 2021$1,464,000
+1.7%
26,568
+1.5%
0.29%
-3.4%
Q1 2021$1,440,000
+82.7%
26,178
+86.7%
0.30%
+57.7%
Q4 2020$788,00014,0250.19%
Other shareholders
ISHARES TR shareholders Q4 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