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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,153,950 | -2.3% | 103,493 | -4.3% | 0.18% | -17.6% |
| Q3 2023 | $5,272,748 | -2.1% | 108,092 | -1.1% | 0.22% | -5.3% |
| Q2 2023 | $5,385,100 | -3.7% | 109,253 | -4.4% | 0.23% | -12.0% |
| Q1 2023 | $5,593,145 | -0.9% | 114,262 | -3.8% | 0.26% | -11.3% |
| Q4 2022 | $5,645,921 | +16.0% | 118,737 | +17.9% | 0.29% | +3.2% |
| Q3 2022 | $4,867,000 | -10.0% | 100,713 | -7.3% | 0.28% | -15.5% |
| Q2 2022 | $5,409,000 | -75.2% | 108,601 | -74.1% | 0.34% | -66.5% |
| Q1 2022 | $21,835,000 | +16.2% | 418,865 | +21.6% | 1.00% | +7.3% |
| Q4 2021 | $18,787,000 | +3.7% | 344,518 | +4.6% | 0.93% | -33.4% |
| Q3 2021 | $18,113,000 | -1.9% | 329,215 | -1.8% | 1.40% | -6.9% |
| Q2 2021 | $18,466,000 | -0.6% | 335,134 | -1.0% | 1.50% | -18.7% |
| Q1 2021 | $18,575,000 | -4.3% | 338,584 | -1.9% | 1.85% | -20.5% |
| Q4 2020 | $19,408,000 | -2.3% | 345,270 | -3.3% | 2.32% | -20.0% |
| Q3 2020 | $19,872,000 | -1.6% | 357,027 | -1.6% | 2.90% | -8.0% |
| Q2 2020 | $20,193,000 | +5.2% | 362,665 | +3.3% | 3.16% | -2.2% |
| Q1 2020 | $19,193,000 | -27.5% | 350,935 | -27.4% | 3.23% | -28.7% |
| Q4 2019 | $26,475,000 | -1.7% | 483,210 | +0.1% | 4.52% | -7.1% |
| Q3 2019 | $26,924,000 | -1.6% | 482,596 | -3.9% | 4.87% | -0.8% |
| Q2 2019 | $27,357,000 | +3.4% | 502,186 | +1.5% | 4.90% | -1.7% |
| Q1 2019 | $26,460,000 | -0.2% | 494,773 | -2.6% | 4.99% | -7.2% |
| Q4 2018 | $26,524,000 | +79.5% | 508,034 | +79.7% | 5.38% | +66.5% |
| Q3 2018 | $14,777,000 | +2.3% | 282,709 | +3.1% | 3.23% | -91.6% |
| Q1 2018 | $14,440,000 | – | 274,157 | – | 38.38% | – |
Download | ||||||
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% |