Wedmont Private Capital - 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
Wedmont Private Capital ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$908,633
+56.5%
18,654
+57.7%
0.09%
+46.0%
Q2 2023$580,752
-0.5%
11,828
-0.7%
0.06%
-18.2%
Q1 2023$583,734
-39.2%
11,913
-40.0%
0.08%
-46.5%
Q4 2022$959,556
-1.4%
19,842
-1.4%
0.14%
-26.5%
Q3 2022$973,000
+16.2%
20,128
+19.7%
0.20%
+8.9%
Q2 2022$837,000
-22.7%
16,811
-18.9%
0.18%
-25.6%
Q1 2022$1,083,000
+328.1%
20,740
+345.3%
0.24%
+210.3%
Q4 2021$253,0004,6580.08%
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