Congress Wealth Management LLC / DE / - 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
Congress Wealth Management LLC / DE / ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,079,396
-4.4%
42,627
-3.4%
0.04%
-14.0%
Q2 2023$2,176,036
+0.0%
44,147
-0.7%
0.05%
-3.8%
Q1 2023$2,175,172
+3.9%
44,436
+0.9%
0.05%
-3.7%
Q4 2022$2,094,416
+28.5%
44,046
+30.6%
0.05%
+22.7%
Q3 2022$1,630,000
+0.1%
33,738
+3.2%
0.04%
+4.8%
Q2 2022$1,628,000
-3.8%
32,689
+0.7%
0.04%
+13.5%
Q1 2022$1,693,000
-22.1%
32,477
-18.5%
0.04%
-14.0%
Q4 2021$2,173,00039,8610.04%
Other shareholders
ISHARES TR shareholders Q4 2021
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