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 | $3,493,287 | -42.9% | 71,613 | -42.3% | 0.03% | -42.3% |
| Q2 2023 | $6,117,428 | -26.1% | 124,111 | -26.6% | 0.05% | -37.3% |
| Q1 2023 | $8,282,298 | -1.3% | 169,199 | -4.2% | 0.08% | -10.8% |
| Q4 2022 | $8,394,993 | -43.2% | 176,551 | -42.2% | 0.09% | -50.3% |
| Q3 2022 | $14,773,000 | -17.0% | 305,701 | -14.5% | 0.19% | -23.4% |
| Q2 2022 | $17,804,000 | +0.7% | 357,441 | +5.4% | 0.24% | +8.4% |
| Q1 2022 | $17,678,000 | -26.7% | 339,099 | -23.3% | 0.22% | -34.2% |
| Q4 2021 | $24,108,000 | -10.8% | 442,110 | -10.0% | 0.34% | -24.2% |
| Q3 2021 | $27,033,000 | -15.9% | 491,321 | -15.8% | 0.45% | -24.1% |
| Q2 2021 | $32,158,000 | -12.4% | 583,632 | -12.8% | 0.59% | -21.2% |
| Q1 2021 | $36,728,000 | -73.9% | 669,493 | -73.3% | 0.75% | -79.6% |
| Q4 2020 | $140,707,000 | -14.4% | 2,503,240 | -15.3% | 3.69% | -25.5% |
| Q3 2020 | $164,473,000 | +8.3% | 2,954,963 | +8.3% | 4.95% | +5.7% |
| Q2 2020 | $151,912,000 | +8.9% | 2,728,296 | +6.9% | 4.68% | +1.0% |
| Q1 2020 | $139,533,000 | -4.9% | 2,551,349 | -4.7% | 4.64% | -10.1% |
| Q4 2019 | $146,742,000 | +7.5% | 2,678,258 | +9.4% | 5.16% | -1.0% |
| Q3 2019 | $136,525,000 | +12.9% | 2,447,120 | +10.3% | 5.21% | +10.5% |
| Q2 2019 | $120,883,000 | – | 2,219,054 | – | 4.72% | – |
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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% |