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 2022 | $204,000 | -15.7% | 4,230 | -12.9% | 0.02% | -9.5% |
| Q2 2022 | $242,000 | -7.3% | 4,858 | -3.1% | 0.02% | +5.0% |
| Q1 2022 | $261,000 | -7.8% | 5,014 | -3.3% | 0.02% | -4.8% |
| Q4 2021 | $283,000 | -1.0% | 5,187 | -0.3% | 0.02% | -8.7% |
| Q3 2021 | $286,000 | -5.3% | 5,204 | -5.1% | 0.02% | -8.0% |
| Q2 2021 | $302,000 | +7.1% | 5,483 | +6.7% | 0.02% | +4.2% |
| Q1 2021 | $282,000 | +14.6% | 5,137 | +17.3% | 0.02% | -25.0% |
| Q4 2020 | $246,000 | – | 4,379 | – | 0.03% | – |
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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% |