PAX Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 282 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
PAX Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,707,630
-2.4%
55,507
-1.4%
0.62%
-1.6%
Q2 2023$2,774,335
+2.2%
56,286
+1.5%
0.63%
-3.5%
Q1 2023$2,713,884
-0.5%
55,442
-3.4%
0.65%
-6.2%
Q4 2022$2,728,180
-7.4%
57,375
-5.9%
0.69%
-8.0%
Q3 2022$2,945,000
-6.2%
60,942
-3.4%
0.75%
-5.3%
Q2 2022$3,141,000
-2.3%
63,055
+2.3%
0.80%
+6.7%
Q1 2022$3,214,000
-0.3%
61,659
+4.3%
0.74%
+3.0%
Q4 2021$3,224,000
+6.9%
59,128
+7.9%
0.72%
-2.0%
Q3 2021$3,016,000
+13.8%
54,811
+13.9%
0.74%
+10.1%
Q2 2021$2,651,000
+4.7%
48,111
+4.2%
0.67%
-6.0%
Q1 2021$2,532,000
+0.5%
46,155
+3.0%
0.71%
-9.5%
Q4 2020$2,520,000
-1.6%
44,826
-2.6%
0.79%
-12.3%
Q3 2020$2,561,000
+1.0%
46,012
+1.0%
0.90%
-6.9%
Q2 2020$2,536,000
-4.6%
45,549
-5.2%
0.97%
-14.9%
Q1 2020$2,657,000
+2.4%
48,042
+3.3%
1.14%
+2.3%
Q4 2019$2,594,00046,4971.11%
Other shareholders
ISHARES TR shareholders Q1 2022
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