Prosperity Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 282 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q1 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