SC&H Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 316 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
SC&H Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$230,000
-8.0%
4,760
-5.3%
0.12%
-1.7%
Q2 2022$250,000
-77.9%
5,027
-76.8%
0.12%
-78.2%
Q1 2022$1,130,000
+239.3%
21,678
+254.6%
0.54%
+191.8%
Q4 2021$333,0006,1130.18%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Matson Money. Inc. 7,225,511$396,397,00020.53%
Trinity Wealth Management, LLC 145,904$7,979,00010.45%
Boston Standard Wealth Management, LLC 304,562$16,586,000,0009.01%
NYL Investors LLC 329,900$18,042,0008.01%
Certified Advisory Corp 343,377$18,779,0007.42%
PRUDENT INVESTORS NETWORK, INC. 172,488$9,433,0007.23%
DOHJ, LLC 118,661$6,490,0006.30%
LEGG MASON, INC. 1,033$57,0005.94%
MBE Wealth Management, LLC 93,993$5,140,0004.90%
Allworth Financial LP 2,551,349$139,533,0004.64%
View complete list of ISHARES TR shareholders