Orin Green Financial, LLC - 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
Orin Green Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,542,862
+12.1%
31,629
+13.3%
0.86%
+19.1%
Q2 2023$1,376,077
+2.1%
27,918
+1.4%
0.72%
-1.4%
Q1 2023$1,347,743
+7.3%
27,533
+4.2%
0.73%
-1.1%
Q4 2022$1,256,512
+16.1%
26,425
+17.7%
0.74%
+4.8%
Q3 2022$1,082,000
+14.6%
22,447
+18.5%
0.70%
+19.2%
Q2 2022$944,000
+1.3%
18,949
+6.0%
0.59%
-3.1%
Q1 2022$932,000
-1.2%
17,876
+0.2%
0.61%
-10.8%
Q4 2021$943,000
+4.4%
17,848
+8.8%
0.68%
+8.4%
Q3 2021$903,000
+2.3%
16,410
+2.4%
0.63%
+0.8%
Q2 2021$883,000
+9.4%
16,029
+9.0%
0.62%
-4.9%
Q1 2021$807,000
+1.9%
14,704
+4.4%
0.66%
+4.5%
Q4 2020$792,00014,0880.63%
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