Intergy Private Wealth, 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
Intergy Private Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$502,931
+1.4%
10,310
+2.5%
0.25%
+3.7%
Q2 2023$495,880
+4.3%
10,060
+3.6%
0.24%
-8.6%
Q1 2023$475,484
+10.3%
9,714
+7.1%
0.27%
-1.5%
Q4 2022$431,072
+14.3%
9,066
+16.1%
0.27%
+1.1%
Q3 2022$377,000
+17.8%
7,809
+21.6%
0.27%
+6.0%
Q2 2022$320,000
-1.5%
6,423
+3.2%
0.25%
+11.0%
Q1 2022$325,0006,2260.23%
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