Orin Green Financial, LLC - 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
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 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