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 ↓
Matson Money. Inc. 6,260,247$348,571,00019.04%
Trinity Wealth Management, LLC 164,863$9,180,00012.79%
PRUDENT INVESTORS NETWORK, INC. 236,755$13,182,0008.94%
Boston Standard Wealth Management, LLC 308,220$17,162,000,0007.75%
NYL Investors LLC 648,700$35,793,0007.64%
Certified Advisory Corp 403,402$22,461,0007.43%
DOHJ, LLC 142,740$7,978,0005.46%
Blueprint Investment Partners LLC 148,645$8,277,0005.27%
N.E.W. Advisory Services LLC 283,191$15,768,0004.91%
Allworth Financial LP 2,728,296$151,912,0004.68%
View complete list of ISHARES TR shareholders