TECTONIC ADVISORS 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
TECTONIC ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,293,020
+6.9%
108,508
+8.1%
0.50%
-18.6%
Q2 2023$4,949,110
+0.7%
100,4080.0%0.61%
-9.4%
Q1 2023$4,914,972
+23.3%
100,408
+19.8%
0.67%
+8.7%
Q4 2022$3,985,070
-1.6%
83,8080.0%0.62%
-17.3%
Q3 2022$4,050,000
-3.0%
83,8080.0%0.75%
-2.0%
Q2 2022$4,174,000
-4.5%
83,8080.0%0.76%
+1.3%
Q1 2022$4,369,000
+16.0%
83,808
+21.3%
0.75%
+11.4%
Q4 2021$3,768,000
-0.9%
69,1080.0%0.68%
-9.5%
Q3 2021$3,802,000
+45.2%
69,108
+45.5%
0.75%
+38.1%
Q2 2021$2,618,000
+19.9%
47,508
+19.3%
0.54%
-0.6%
Q1 2021$2,184,000
-2.4%
39,8080.0%0.54%
-11.3%
Q4 2020$2,238,00039,8080.61%
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