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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,149,853 | +16.3% | 23,490 | +12.9% | 0.04% | +8.6% |
| Q4 2022 | $989,015 | -2.8% | 20,799 | -1.3% | 0.04% | -10.3% |
| Q3 2022 | $1,018,000 | -9.3% | 21,063 | -6.5% | 0.04% | 0.0% |
| Q2 2022 | $1,123,000 | +2.6% | 22,539 | +7.3% | 0.04% | +18.2% |
| Q1 2022 | $1,095,000 | -4.8% | 21,002 | -0.4% | 0.03% | +3.1% |
| Q4 2021 | $1,150,000 | -1.6% | 21,082 | -0.8% | 0.03% | -8.6% |
| Q3 2021 | $1,169,000 | +9.3% | 21,252 | +9.5% | 0.04% | +9.4% |
| Q2 2021 | $1,070,000 | +7.6% | 19,410 | +7.1% | 0.03% | 0.0% |
| Q1 2021 | $994,000 | +3.9% | 18,126 | +6.4% | 0.03% | -3.0% |
| Q4 2020 | $957,000 | -8.5% | 17,031 | -9.4% | 0.03% | -19.5% |
| Q3 2020 | $1,046,000 | +26.5% | 18,791 | +26.5% | 0.04% | +13.9% |
| Q2 2020 | $827,000 | +6.0% | 14,849 | +4.1% | 0.04% | -21.7% |
| Q1 2020 | $780,000 | +10.3% | 14,269 | +10.5% | 0.05% | +53.3% |
| Q4 2019 | $707,000 | +9.6% | 12,908 | +11.6% | 0.03% | -3.2% |
| Q3 2019 | $645,000 | +7.0% | 11,566 | +4.5% | 0.03% | 0.0% |
| Q2 2019 | $603,000 | +45.3% | 11,065 | +42.5% | 0.03% | +29.2% |
| Q1 2019 | $415,000 | -24.0% | 7,766 | -25.8% | 0.02% | -40.0% |
| Q4 2018 | $546,000 | -16.1% | 10,463 | -16.0% | 0.04% | +5.3% |
| Q3 2018 | $651,000 | +39.7% | 12,458 | +40.8% | 0.04% | +22.6% |
| Q2 2018 | $466,000 | -3.9% | 8,846 | -4.0% | 0.03% | -11.4% |
| Q1 2018 | $485,000 | +13.6% | 9,211 | +12.2% | 0.04% | +6.1% |
| Q4 2017 | $427,000 | +13.3% | 8,208 | +12.5% | 0.03% | +6.5% |
| Q3 2017 | $377,000 | -25.9% | 7,295 | -25.7% | 0.03% | -35.4% |
| Q2 2017 | $509,000 | -13.9% | 9,818 | -14.0% | 0.05% | -15.8% |
| Q1 2017 | $591,000 | +5.5% | 11,416 | +5.8% | 0.06% | -6.6% |
| Q4 2016 | $560,000 | – | 10,789 | – | 0.06% | – |
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% |