McNaughton 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
McNaughton Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,677,359
-0.8%
54,886
+0.2%
1.78%
+3.0%
Q2 2023$2,699,120
-0.3%
54,760
-1.0%
1.73%
-3.8%
Q1 2023$2,706,397
+1.2%
55,289
-1.7%
1.80%
-1.8%
Q4 2022$2,673,309
-1.1%
56,221
+0.6%
1.83%
-7.9%
Q3 2022$2,702,000
-3.0%
55,907
-0.0%
1.98%
+0.7%
Q2 2022$2,786,000
-3.9%
55,925
+0.6%
1.97%
+4.5%
Q1 2022$2,899,000
-1.7%
55,603
+2.1%
1.89%
-1.3%
Q4 2021$2,949,000
+5.3%
54,481
+7.0%
1.91%
-3.5%
Q3 2021$2,800,000
+5.8%
50,899
+6.0%
1.98%
+6.7%
Q2 2021$2,646,000
+8.9%
48,015
+8.4%
1.86%
-0.3%
Q1 2021$2,430,000
+5.6%
44,290
+8.2%
1.86%
+1.0%
Q4 2020$2,301,000
+3.3%
40,932
+2.3%
1.84%
-5.5%
Q3 2020$2,227,000
+15.0%
40,015
+15.1%
1.95%
+8.6%
Q2 2020$1,936,000
+12.4%
34,768
+10.4%
1.79%
-2.5%
Q1 2020$1,722,000
+0.5%
31,481
+0.6%
1.84%
+15.4%
Q4 2019$1,714,00031,3031.60%
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