ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 251 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $454,204 | -11.5% | 9,311 | -10.6% | 0.08% | -11.0% |
| Q2 2023 | $513,468 | +0.7% | 10,417 | 0.0% | 0.09% | -8.1% |
| Q1 2023 | $509,926 | +2.3% | 10,417 | -0.6% | 0.10% | -6.6% |
| Q4 2022 | $498,242 | -1.1% | 10,478 | +0.5% | 0.11% | -11.7% |
| Q3 2022 | $504,000 | -2.9% | 10,425 | 0.0% | 0.12% | -3.2% |
| Q2 2022 | $519,000 | -24.5% | 10,425 | -20.8% | 0.12% | -10.1% |
| Q1 2022 | $687,000 | -15.5% | 13,170 | -11.7% | 0.14% | -15.3% |
| Q4 2021 | $813,000 | +2.5% | 14,914 | +3.5% | 0.16% | -33.5% |
| Q3 2021 | $793,000 | +33.7% | 14,414 | +33.8% | 0.24% | +40.0% |
| Q2 2021 | $593,000 | +1.9% | 10,770 | +1.5% | 0.18% | -17.5% |
| Q1 2021 | $582,000 | -5.1% | 10,606 | -2.8% | 0.21% | -12.0% |
| Q4 2020 | $613,000 | +7.2% | 10,911 | +6.1% | 0.24% | -19.7% |
| Q3 2020 | $572,000 | +10.4% | 10,285 | +10.6% | 0.30% | -16.9% |
| Q2 2020 | $518,000 | +2.4% | 9,300 | +0.6% | 0.36% | -27.9% |
| Q1 2020 | $506,000 | +17.1% | 9,247 | +17.2% | 0.50% | +38.4% |
| Q4 2019 | $432,000 | – | 7,891 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT, LLC | 413,160 | $20,153,945 | 21.74% |
| Matson Money. Inc. | 8,558,512 | $417,484,215 | 15.10% |
| PRUDENT INVESTORS NETWORK, INC. | 317,331 | $15,479,382 | 7.25% |
| Boston Standard Wealth Management, LLC | 518,831 | $25,309,000 | 6.68% |
| Stewardship Advisors, LLC | 341,806 | $16,673,311 | 6.51% |
| N.E.W. Advisory Services LLC | 896,064 | $43,710,047 | 6.22% |
| SYON CAPITAL LLC | 990,313 | $48,307,468 | 6.01% |
| Compton Financial Group, LLC | 316,196 | $15,424,078 | 5.86% |
| PENOBSCOT WEALTH MANAGEMENT | 147,101 | $7,176 | 5.44% |
| Kooman & Associates | 212,287 | $10,355,360 | 5.24% |