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 | $1,773,000 | -1.3% | 36,452 | -0.3% | 0.00% | -25.0% |
| Q2 2023 | $1,796,000 | +8.2% | 36,559 | +7.4% | 0.00% | 0.0% |
| Q1 2023 | $1,660,000 | +13.1% | 34,025 | +10.0% | 0.00% | +33.3% |
| Q4 2022 | $1,468,000 | +10.8% | 30,934 | +12.9% | 0.00% | -25.0% |
| Q3 2022 | $1,325,000 | -7.0% | 27,393 | -4.5% | 0.00% | 0.0% |
| Q2 2022 | $1,425,000 | +6.2% | 28,693 | +11.3% | 0.00% | +33.3% |
| Q1 2022 | $1,342,000 | -2.9% | 25,775 | +1.6% | 0.00% | 0.0% |
| Q4 2021 | $1,382,000 | -1.5% | 25,364 | -0.5% | 0.00% | -25.0% |
| Q3 2021 | $1,403,000 | -6.7% | 25,502 | -6.5% | 0.00% | 0.0% |
| Q2 2021 | $1,504,000 | +35.6% | 27,262 | +33.8% | 0.00% | 0.0% |
| Q1 2021 | $1,109,000 | +3.5% | 20,374 | +6.4% | 0.00% | 0.0% |
| Q4 2020 | $1,072,000 | +1.6% | 19,146 | +1.2% | 0.00% | -20.0% |
| Q3 2020 | $1,055,000 | +3.5% | 18,910 | +3.0% | 0.01% | -16.7% |
| Q2 2020 | $1,019,000 | -57.7% | 18,356 | -58.5% | 0.01% | -62.5% |
| Q1 2020 | $2,408,000 | +57.8% | 44,229 | +57.9% | 0.02% | +77.8% |
| Q4 2019 | $1,526,000 | +63.4% | 28,003 | +65.7% | 0.01% | +80.0% |
| Q3 2019 | $934,000 | +26.0% | 16,901 | +24.5% | 0.01% | +25.0% |
| Q2 2019 | $741,000 | +87.6% | 13,579 | +84.1% | 0.00% | +33.3% |
| Q1 2019 | $395,000 | -88.6% | 7,374 | -88.9% | 0.00% | -88.9% |
| Q4 2018 | $3,463,000 | +1192.2% | 66,327 | +1204.1% | 0.03% | +1250.0% |
| Q3 2018 | $268,000 | -42.2% | 5,086 | -42.1% | 0.00% | -50.0% |
| Q1 2018 | $464,000 | +44.1% | 8,782 | +41.7% | 0.00% | +33.3% |
| Q4 2017 | $322,000 | – | 6,197 | – | 0.00% | – |
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% |