Level Financial Advisors - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 293 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Level Financial Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$54,682
-1.0%
1,1210.0%0.03%0.0%
Q2 2023$55,254
-17.4%
1,121
-17.9%
0.03%
-22.5%
Q1 2023$66,866
-5.8%
1,366
-9.1%
0.04%
-14.9%
Q4 2022$71,000
+115.2%
1,502
+119.0%
0.05%
+95.8%
Q3 2022$33,000
-78.4%
686
-77.6%
0.02%
-78.8%
Q2 2022$153,000
-8.9%
3,064
-4.9%
0.11%
-12.4%
Q1 2022$168,0003,222
+45928.6%
0.13%
Q4 2021$070.00%
Other shareholders
ISHARES TR shareholders Q3 2023
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