Prosperity Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 285 filers reported holding ISHARES TR in Q3 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
Q2 2024$1,855,132
+4.0%
37,162
+4.1%
0.63%
+2.6%
Q1 2024$1,783,469
+2.3%
35,705
+2.0%
0.62%
-5.2%
Q4 2023$1,742,755
+7.6%
34,995
+5.4%
0.65%
-3.7%
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 Q3 2022
NameSharesValueWeighting ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 451,985$22,563,09120.99%
Matson Money. Inc. 8,527,040$425,669,83714.16%
DORVAL Corp 382,783$18,986,0598.37%
Boston Standard Wealth Management, LLC 594,562$29,680,0006.52%
Trinity Wealth Management, LLC 254,977$12,728,4356.35%
Forum Private Client Group LLC 256,156$12,787,3046.08%
Financial Gravity Asset Management, Inc. 488,070$24,151,3266.03%
PRUDENT INVESTORS NETWORK, INC. 300,865$15,019,1985.43%
SYON CAPITAL LLC 1,171,499$58,481,2415.38%
Compton Financial Group, LLC 329,671$16,457,1765.34%
View complete list of ISHARES TR shareholders