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 | $1,154,525 | -5.2% | 23,668 | -4.2% | 0.02% | -4.0% |
| Q2 2023 | $1,217,857 | +10.7% | 24,708 | +10.0% | 0.02% | +4.2% |
| Q1 2023 | $1,099,955 | +7.3% | 22,471 | +4.2% | 0.02% | 0.0% |
| Q4 2022 | $1,025,130 | -1.9% | 21,559 | -0.3% | 0.02% | +14.3% |
| Q3 2022 | $1,045,000 | +1.5% | 21,632 | +4.6% | 0.02% | +5.0% |
| Q2 2022 | $1,030,000 | -19.3% | 20,682 | -15.5% | 0.02% | -9.1% |
| Q1 2022 | $1,276,000 | -3.3% | 24,480 | +1.1% | 0.02% | -4.3% |
| Q4 2021 | $1,320,000 | -5.6% | 24,215 | -4.7% | 0.02% | -11.5% |
| Q3 2021 | $1,398,000 | +0.2% | 25,412 | +0.3% | 0.03% | 0.0% |
| Q2 2021 | $1,395,000 | +5.9% | 25,326 | +5.5% | 0.03% | +4.0% |
| Q1 2021 | $1,317,000 | -3.6% | 24,011 | -1.2% | 0.02% | -10.7% |
| Q4 2020 | $1,366,000 | +13.3% | 24,295 | +12.1% | 0.03% | +3.7% |
| Q3 2020 | $1,206,000 | +9.4% | 21,664 | +9.5% | 0.03% | +3.8% |
| Q2 2020 | $1,102,000 | +7.4% | 19,790 | +5.5% | 0.03% | -3.7% |
| Q1 2020 | $1,026,000 | – | 18,758 | – | 0.03% | – |
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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% |