ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 256 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
---|---|---|---|
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% |