PDS Planning, 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
PDS Planning, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$7,172,915
-6.5%
143,688
-6.5%
0.72%
-10.2%
Q1 2024$7,673,974
+0.1%
153,633
-0.2%
0.81%
-7.7%
Q4 2023$7,666,149
+44.3%
153,939
+41.3%
0.87%
+26.9%
Q3 2023$5,314,279
+0.3%
108,944
+1.4%
0.69%
+1.6%
Q2 2023$5,297,337
-5.6%
107,473
-6.3%
0.68%
-12.5%
Q1 2023$5,612,572
-2.4%
114,659
-5.2%
0.77%
-15.8%
Q4 2022$5,750,274
+24.0%
120,931
+26.0%
0.92%
+8.9%
Q3 2022$4,639,000
-35.4%
95,996
-33.4%
0.84%
-35.1%
Q2 2022$7,184,000
+300.9%
144,223
+319.5%
1.30%
+312.7%
Q1 2022$1,792,000
-68.7%
34,376
-67.3%
0.32%
-71.3%
Q4 2021$5,727,000105,0281.10%
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