CGN Advisors 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
CGN Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$2,008,340
+16.3%
40,328
+13.9%
0.28%
+19.8%
Q3 2023$1,727,345
+20.3%
35,411
+21.6%
0.23%
+12.6%
Q2 2023$1,435,700
-1.1%
29,128
-1.7%
0.21%
-10.0%
Q1 2023$1,451,175
-23.1%
29,646
-25.3%
0.23%
-31.0%
Q4 2022$1,887,310
+12.7%
39,691
+14.6%
0.33%
-21.0%
Q3 2022$1,674,000
+7.6%
34,635
+10.8%
0.42%
-4.3%
Q2 2022$1,556,000
-42.5%
31,247
-39.8%
0.44%
-35.0%
Q1 2022$2,707,000
-34.1%
51,931
-31.0%
0.68%
-36.9%
Q4 2021$4,106,000
+5.7%
75,294
+6.6%
1.07%
-15.8%
Q3 2021$3,886,000
-0.8%
70,633
-0.6%
1.27%
+2.7%
Q2 2021$3,916,000
+2.2%
71,066
+1.8%
1.24%
-10.2%
Q1 2021$3,831,000
+2.6%
69,834
+5.1%
1.38%
-7.8%
Q4 2020$3,734,00066,4301.49%
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