N.E.W. Advisory Services 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
N.E.W. Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$43,710,047
-0.9%
896,064
+0.2%
6.22%
+1.2%
Q2 2023$44,096,070
+1.8%
894,624
+1.1%
6.14%
-2.5%
Q1 2023$43,309,923
+11.8%
884,777
+8.6%
6.30%
+3.9%
Q4 2022$38,752,888
+2.3%
814,991
+4.0%
6.06%
-11.6%
Q3 2022$37,884,000
-1.9%
783,951
+1.1%
6.86%
+1.6%
Q2 2022$38,612,000
+31.7%
775,194
+45.0%
6.75%
+21.5%
Q1 2022$29,329,000
-25.1%
534,631
-25.5%
5.56%
-6.0%
Q4 2021$39,150,000
+3.9%
717,957
+4.8%
5.91%
-3.7%
Q3 2021$37,695,000
+6.7%
685,122
+6.8%
6.14%
+3.9%
Q2 2021$35,325,000
+12.9%
641,650
+12.7%
5.91%
+0.8%
Q1 2021$31,282,000
+32.2%
569,506
+35.3%
5.86%
+17.8%
Q4 2020$23,664,000
+30.2%
420,974
+29.0%
4.98%
-3.1%
Q3 2020$18,176,000
+15.3%
326,307
+15.2%
5.13%
+4.6%
Q2 2020$15,768,000
+10.7%
283,191
+8.9%
4.91%
+6.2%
Q4 2019$14,247,000259,9404.62%
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