Laurel Wealth Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 295 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Laurel Wealth Planning LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$141,699
-17.1%
2,980
-15.7%
0.09%
-27.8%
Q3 2022$171,000
-6.0%
3,533
-3.2%
0.13%
-1.6%
Q2 2022$182,000
-66.4%
3,650
-64.9%
0.13%
-65.0%
Q1 2022$542,000
+29.4%
10,388
+35.0%
0.37%
+15.5%
Q4 2021$419,000
-38.1%
7,692
-37.5%
0.32%
-42.0%
Q3 2021$677,000
-8.8%
12,307
-8.6%
0.55%
-15.5%
Q2 2021$742,000
-1.9%
13,462
-2.3%
0.65%
-6.4%
Q1 2021$756,000
+3.7%
13,783
+6.3%
0.69%
-2.8%
Q4 2020$729,00012,9700.71%
Other shareholders
ISHARES TR shareholders Q2 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