ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 238 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405 | +1.0% | 8,296 | +1.2% | 0.17% | +4.2% |
| Q2 2023 | $401 | -4.1% | 8,200 | -3.9% | 0.17% | -11.6% |
| Q1 2023 | $418 | -73.3% | 8,535 | -74.0% | 0.19% | -73.7% |
| Q4 2022 | $1,565 | -99.8% | 32,882 | +149.0% | 0.72% | +127.5% |
| Q3 2022 | $638,000 | -41.6% | 13,204 | -39.6% | 0.32% | -42.4% |
| Q2 2022 | $1,093,000 | +189.9% | 21,878 | +200.9% | 0.55% | +190.5% |
| Q1 2022 | $377,000 | +58.4% | 7,270 | +67.7% | 0.19% | +78.3% |
| Q4 2021 | $238,000 | +1.7% | 4,336 | +1.9% | 0.11% | -5.4% |
| Q3 2021 | $234,000 | +6.8% | 4,257 | +7.4% | 0.11% | +8.7% |
| Q2 2021 | $219,000 | +6.8% | 3,965 | +6.4% | 0.10% | +2.0% |
| Q1 2021 | $205,000 | -7.2% | 3,728 | -5.6% | 0.10% | -21.1% |
| Q4 2020 | $221,000 | -15.0% | 3,949 | -15.0% | 0.13% | -16.9% |
| Q3 2020 | $260,000 | +19.3% | 4,646 | +18.7% | 0.15% | +2.7% |
| Q2 2020 | $218,000 | -55.3% | 3,914 | -56.1% | 0.15% | -58.6% |
| Q4 2019 | $488,000 | – | 8,909 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 7,718,666 | $424,698,000 | 16.41% |
| Boston Standard Wealth Management, LLC | 458,517 | $25,228,000,000 | 7.54% |
| Trinity Wealth Management, LLC | 179,207 | $9,860,000 | 7.46% |
| PRUDENT INVESTORS NETWORK, INC. | 270,805 | $14,900,000 | 7.46% |
| Certified Advisory Corp | 544,090 | $29,936,000 | 7.27% |
| N.E.W. Advisory Services LLC | 685,122 | $37,695,000 | 6.14% |
| Compton Financial Group, LLC | 239,934 | $13,201,000 | 5.63% |
| AMARILLO NATIONAL BANK | 416,547 | $22,918,000 | 4.76% |
| Brown Financial Advisory | 88,114 | $4,848,000 | 3.99% |
| DOHJ, LLC | 147,641 | $8,101,000 | 3.84% |