Fermata Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 283 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$211,000
-20.7%
4,233
-17.1%
0.07%
-26.0%
Q1 2022$266,000
-61.2%
5,106
-59.4%
0.10%
-60.2%
Q4 2021$686,000
-60.6%
12,584
-60.2%
0.25%
-67.3%
Q3 2021$1,739,000
-0.1%
31,613
+0.0%
0.77%
-24.1%
Q2 2021$1,741,000
-12.8%
31,600
-13.6%
1.01%
-39.8%
Q1 2021$1,997,00036,5691.68%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Matson Money. Inc. 6,260,247$348,571,00019.04%
Trinity Wealth Management, LLC 164,863$9,180,00012.79%
PRUDENT INVESTORS NETWORK, INC. 236,755$13,182,0008.94%
Boston Standard Wealth Management, LLC 308,220$17,162,000,0007.75%
NYL Investors LLC 648,700$35,793,0007.64%
Certified Advisory Corp 403,402$22,461,0007.43%
DOHJ, LLC 142,740$7,978,0005.46%
Blueprint Investment Partners LLC 148,645$8,277,0005.27%
N.E.W. Advisory Services LLC 283,191$15,768,0004.91%
Allworth Financial LP 2,728,296$151,912,0004.68%
View complete list of ISHARES TR shareholders