ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 283 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $344,091 | +49.6% | 6,981 | +58.7% | 0.01% | 0.0% |
| Q1 2022 | $230,000 | -20.1% | 4,400 | -16.5% | 0.01% | 0.0% |
| Q4 2021 | $288,000 | -3.4% | 5,267 | -2.5% | 0.01% | -11.1% |
| Q3 2021 | $298,000 | -1.0% | 5,402 | -0.9% | 0.01% | -10.0% |
| Q2 2021 | $301,000 | +1.7% | 5,450 | +1.1% | 0.01% | 0.0% |
| Q1 2021 | $296,000 | -95.2% | 5,389 | -95.1% | 0.01% | -97.0% |
| Q4 2020 | $6,205,000 | +10.8% | 110,390 | +9.7% | 0.33% | +11.0% |
| Q3 2020 | $5,600,000 | +2.3% | 100,598 | +2.4% | 0.30% | -18.1% |
| Q2 2020 | $5,472,000 | +3.4% | 98,262 | +1.6% | 0.36% | -19.1% |
| Q1 2020 | $5,290,000 | +6.2% | 96,711 | +6.4% | 0.45% | +6.4% |
| Q4 2019 | $4,981,000 | +3.7% | 90,898 | +5.6% | 0.42% | -10.4% |
| Q3 2019 | $4,801,000 | +1969.4% | 86,051 | +1926.2% | 0.47% | +1792.0% |
| Q2 2019 | $232,000 | – | 4,247 | – | 0.02% | – |
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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% |