Prosperity Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 238 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Prosperity Planning, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,620,003
-1.9%
33,210
-0.9%
0.68%
-0.7%
Q2 2023$1,651,777
+8.4%
33,511
+7.6%
0.68%
+2.7%
Q1 2023$1,524,273
+6.2%
31,139
-4.0%
0.66%
-6.3%
Q4 2022$1,435,173
-8.4%
32,4270.0%0.71%
-13.3%
Q3 2022$1,567,000
+13.8%
32,427
+182.4%
0.82%
+16.2%
Q2 2022$1,377,000
+126.9%
11,4840.0%0.70%
+137.0%
Q1 2022$607,000
-3.0%
11,4840.0%0.30%
-6.3%
Q4 2021$626,000
+17.9%
11,484
+19.1%
0.32%
+9.3%
Q3 2021$531,000
+0.8%
9,645
+0.9%
0.29%
-11.3%
Q2 2021$527,000
+17.1%
9,559
+16.4%
0.33%
+2.2%
Q1 2021$450,000
+13.4%
8,209
+16.3%
0.32%
-4.8%
Q4 2020$397,0007,0570.34%
Other shareholders
ISHARES TR shareholders Q4 2020
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