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 | $693,873 | -1.6% | 14,225 | -0.6% | 0.05% | +2.0% |
| Q2 2023 | $705,413 | +12.8% | 14,311 | +12.1% | 0.05% | +11.1% |
| Q1 2023 | $625,164 | +2.9% | 12,771 | 0.0% | 0.04% | -4.3% |
| Q4 2022 | $607,284 | -22.9% | 12,771 | -21.7% | 0.05% | -28.8% |
| Q3 2022 | $788,000 | -3.0% | 16,304 | 0.0% | 0.07% | +1.5% |
| Q2 2022 | $812,000 | -10.0% | 16,304 | -5.8% | 0.06% | +8.3% |
| Q1 2022 | $902,000 | -8.7% | 17,307 | -4.5% | 0.06% | -6.2% |
| Q4 2021 | $988,000 | -15.3% | 18,125 | -14.4% | 0.06% | -30.4% |
| Q2 2021 | $1,166,000 | -2.4% | 21,165 | -2.8% | 0.09% | -20.0% |
| Q1 2021 | $1,195,000 | -5.5% | 21,774 | -3.2% | 0.12% | -12.2% |
| Q4 2020 | $1,265,000 | +7.9% | 22,500 | +6.9% | 0.13% | -25.6% |
| Q2 2020 | $1,172,000 | -1.1% | 21,046 | -2.7% | 0.18% | +18.1% |
| Q4 2019 | $1,185,000 | – | 21,631 | – | 0.15% | – |
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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% |