ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 253 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $405,557 | +1.8% | 8,314 | +2.9% | 0.28% | 0.0% |
Q2 2023 | $398,214 | +5.4% | 8,079 | +4.7% | 0.28% | +11.2% |
Q1 2023 | $377,650 | +10.3% | 7,715 | +7.2% | 0.25% | +5.0% |
Q4 2022 | $342,265 | -1.6% | 7,198 | -0.1% | 0.24% | -15.5% |
Q3 2022 | $348,000 | -16.5% | 7,205 | -14.0% | 0.28% | -4.4% |
Q2 2022 | $417,000 | -19.3% | 8,375 | -15.5% | 0.30% | -6.3% |
Q1 2022 | $517,000 | -73.9% | 9,916 | -72.8% | 0.32% | -73.4% |
Q4 2021 | $1,984,000 | -31.2% | 36,390 | -30.5% | 1.19% | -33.4% |
Q3 2021 | $2,882,000 | +8.6% | 52,378 | +8.8% | 1.78% | +9.2% |
Q2 2021 | $2,653,000 | +556.7% | 48,155 | +554.5% | 1.63% | +446.5% |
Q1 2021 | $404,000 | – | 7,358 | – | 0.30% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
AGINCOURT CAPITAL MANAGEMENT, LLC | 451,985 | $22,563,091 | 20.99% |
Matson Money. Inc. | 8,527,040 | $425,669,837 | 14.16% |
DORVAL Corp | 382,783 | $18,986,059 | 8.37% |
Boston Standard Wealth Management, LLC | 594,562 | $29,680,000 | 6.52% |
Trinity Wealth Management, LLC | 254,977 | $12,728,435 | 6.35% |
Forum Private Client Group LLC | 256,156 | $12,787,304 | 6.08% |
Financial Gravity Asset Management, Inc. | 488,070 | $24,151,326 | 6.03% |
PRUDENT INVESTORS NETWORK, INC. | 300,865 | $15,019,198 | 5.43% |
SYON CAPITAL LLC | 1,171,499 | $58,481,241 | 5.38% |
Compton Financial Group, LLC | 329,671 | $16,457,176 | 5.34% |