Wealth Advisory Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 306 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Wealth Advisory Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$2,311,967
-0.9%
46,905
-1.6%
0.62%
-0.8%
Q1 2023$2,332,683
+8.6%
47,654
+5.5%
0.62%
+7.5%
Q4 2022$2,148,518
+0.1%
45,184
+1.8%
0.58%
-2.7%
Q3 2022$2,146,000
+40.0%
44,399
+44.2%
0.59%
+57.3%
Q2 2022$1,533,000
+160.3%
30,786
+172.5%
0.38%
+206.5%
Q1 2022$589,000
-23.6%
11,296
-19.4%
0.12%
-28.1%
Q3 2021$771,000
+32.2%
14,009
+32.3%
0.17%
+23.9%
Q2 2021$583,000
+58200.0%
10,588
+2.4%
0.14%
+13700.0%
Q1 2021$1,000
-99.8%
10,344
-1.2%
0.00%
-99.4%
Q4 2020$588,000
+1.4%
10,473
+0.5%
0.16%
+3.9%
Q3 2020$580,000
+1.0%
10,425
+1.0%
0.15%
-3.8%
Q2 2020$574,000
+2.0%
10,326
+0.2%
0.16%
-16.2%
Q1 2020$563,000
+51.8%
10,310
+52.2%
0.19%
+94.9%
Q4 2019$371,0006,7750.10%
Other shareholders
ISHARES TR shareholders Q2 2023
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