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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,337,962 | -1.6% | 28,138 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,360,000 | -3.0% | 28,138 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,402,000 | -15.1% | 28,138 | -11.2% | 0.00% | 0.0% |
| Q1 2022 | $1,652,000 | -9.9% | 31,693 | -5.8% | 0.00% | 0.0% |
| Q4 2021 | $1,834,000 | -0.9% | 33,647 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $1,851,000 | -0.2% | 33,647 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,854,000 | +0.4% | 33,647 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,846,000 | – | 33,647 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 6,215,697 | $345,966,000 | 17.44% |
| PRUDENT INVESTORS NETWORK, INC. | 242,323 | $13,487,000 | 8.93% |
| Boston Standard Wealth Management, LLC | 315,449 | $17,558,000,000 | 7.40% |
| Blueprint Investment Partners LLC | 160,761 | $9,036,000 | 7.14% |
| NYL Investors LLC | 329,800 | $18,357,000 | 7.12% |
| DOHJ, LLC | 150,346 | $8,404,000 | 5.26% |
| N.E.W. Advisory Services LLC | 326,307 | $18,176,000 | 5.13% |
| Allworth Financial LP | 2,954,963 | $164,473,000 | 4.95% |
| MBE Wealth Management, LLC | 96,946 | $5,397,000 | 4.54% |
| First Ascent Asset Management, LLC | 118,275 | $6,583,000 | 3.57% |