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 | $16,924,776 | +2.0% | 346,961 | +3.0% | 1.54% | +8.2% |
| Q2 2023 | $16,595,617 | +5.3% | 336,693 | +4.6% | 1.42% | -1.5% |
| Q1 2023 | $15,757,409 | -0.2% | 321,908 | -3.0% | 1.44% | -7.2% |
| Q4 2022 | $15,785,677 | +2.2% | 331,981 | +3.9% | 1.55% | +0.7% |
| Q3 2022 | $15,445,000 | -0.1% | 319,603 | +3.0% | 1.54% | +1.5% |
| Q2 2022 | $15,461,000 | -19.7% | 310,400 | -16.0% | 1.52% | +26.3% |
| Q1 2022 | $19,261,000 | +4.8% | 369,471 | +9.7% | 1.20% | +6.3% |
| Q4 2021 | $18,373,000 | +5.1% | 336,931 | +6.0% | 1.13% | -7.0% |
| Q3 2021 | $17,484,000 | +3.4% | 317,769 | +3.5% | 1.22% | +8.6% |
| Q2 2021 | $16,914,000 | +6.6% | 306,974 | +6.1% | 1.12% | -0.7% |
| Q1 2021 | $15,866,000 | +92.4% | 289,204 | +97.1% | 1.13% | +69.5% |
| Q4 2020 | $8,246,000 | -7.2% | 146,707 | -8.1% | 0.67% | -12.6% |
| Q3 2020 | $8,885,000 | +8.7% | 159,631 | +8.8% | 0.76% | +15.6% |
| Q2 2020 | $8,172,000 | +18.7% | 146,773 | +16.6% | 0.66% | +3.8% |
| Q1 2020 | $6,882,000 | +1.6% | 125,840 | +1.8% | 0.64% | +10.4% |
| Q4 2019 | $6,772,000 | +8.9% | 123,595 | +10.9% | 0.58% | +0.7% |
| Q3 2019 | $6,217,000 | +8416.4% | 111,431 | +8178.7% | 0.57% | +7037.5% |
| Q2 2019 | $73,000 | +2.8% | 1,346 | +1.0% | 0.01% | -11.1% |
| Q1 2019 | $71,000 | +2.9% | 1,333 | +0.6% | 0.01% | -10.0% |
| Q4 2018 | $69,000 | +1.5% | 1,325 | +2.1% | 0.01% | +11.1% |
| Q3 2018 | $68,000 | 0.0% | 1,298 | +0.8% | 0.01% | 0.0% |
| Q2 2018 | $68,000 | 0.0% | 1,288 | +0.2% | 0.01% | 0.0% |
| Q1 2018 | $68,000 | +21.4% | 1,286 | +18.5% | 0.01% | 0.0% |
| Q4 2017 | $56,000 | – | 1,085 | – | 0.01% | – |
Download | ||||||
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% |