PDS Planning, Inc - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 294 filers reported holding ISHARES TR in Q1 2023. 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
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 Q1 2023
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