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 | $1,952 | -1.0% | 40 | 0.0% | 0.00% | – |
| Q2 2023 | $1,972 | +0.7% | 40 | 0.0% | 0.00% | – |
| Q1 2023 | $1,958 | -52.1% | 40 | -53.5% | 0.00% | – |
| Q4 2022 | $4,089 | +2.2% | 86 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 86 | -16.5% | 0.00% | – |
| Q2 2022 | $5,000 | -97.9% | 103 | -97.6% | 0.00% | -100.0% |
| Q4 2021 | $235,000 | -6.7% | 4,311 | -5.9% | 0.02% | -20.0% |
| Q3 2021 | $252,000 | -1.9% | 4,581 | -1.8% | 0.02% | -4.8% |
| Q2 2021 | $257,000 | -4.5% | 4,665 | -4.7% | 0.02% | -12.5% |
| Q1 2021 | $269,000 | -11.8% | 4,896 | -9.8% | 0.02% | -17.2% |
| Q4 2020 | $305,000 | -58.8% | 5,430 | -59.1% | 0.03% | -62.3% |
| Q3 2020 | $740,000 | -7.0% | 13,290 | -7.1% | 0.08% | -7.2% |
| Q2 2020 | $796,000 | +162.7% | 14,300 | +158.1% | 0.08% | +124.3% |
| Q1 2020 | $303,000 | +18.8% | 5,541 | +19.1% | 0.04% | +68.2% |
| Q4 2019 | $255,000 | – | 4,652 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 7,492,279 | $412,825,000 | 16.28% |
| Trinity Wealth Management, LLC | 194,011 | $10,690,000 | 8.36% |
| PRUDENT INVESTORS NETWORK, INC. | 264,265 | $14,561,000 | 7.38% |
| Boston Standard Wealth Management, LLC | 438,900 | $24,183,000,000 | 7.32% |
| Certified Advisory Corp | 511,865 | $28,204,000 | 7.09% |
| N.E.W. Advisory Services LLC | 641,650 | $35,325,000 | 5.91% |
| Compton Financial Group, LLC | 229,013 | $12,619,000 | 5.37% |
| Beta Wealth Group, Inc. | 136,112 | $7,499,000 | 5.22% |
| Financial Gravity Asset Management, Inc. | 222,011 | $12,223,000 | 4.38% |
| Blossom Wealth Management | 9,331 | $514,000 | 3.87% |