COREPATH WEALTH PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 295 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
COREPATH WEALTH PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,665,437
+1.5%
74,973
+2.2%
2.21%
+4.2%
Q2 2023$3,612,796
+7.7%
73,371
+6.5%
2.12%
+0.7%
Q1 2023$3,354,804
+2.2%
68,887
+1.1%
2.11%
-3.7%
Q4 2022$3,282,063
+4.9%
68,149
+4.7%
2.19%
-5.9%
Q3 2022$3,129,000
-2.3%
65,102
+2.2%
2.32%
-1.9%
Q2 2022$3,202,000
-1.3%
63,683
+0.5%
2.37%
+5.0%
Q1 2022$3,244,000
-27.5%
63,342
-23.6%
2.26%
-29.6%
Q4 2021$4,477,000
+3.0%
82,856
+4.7%
3.20%
-4.0%
Q3 2021$4,345,000
+0.9%
79,099
+2.5%
3.34%
+0.1%
Q2 2021$4,305,000
+11.3%
77,145
+9.6%
3.33%
-2.0%
Q1 2021$3,868,000
+7.9%
70,395
+10.7%
3.40%
-8.9%
Q4 2020$3,584,00063,5723.73%
Other shareholders
ISHARES TR shareholders Q2 2022
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