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 | $342,235 | +7.1% | 7,016 | +8.2% | 0.07% | +14.5% |
| Q2 2023 | $319,542 | +1.6% | 6,483 | +0.9% | 0.06% | -3.1% |
| Q1 2023 | $314,525 | +2.3% | 6,425 | -0.6% | 0.06% | -4.5% |
| Q4 2022 | $307,432 | +45.7% | 6,465 | +52.5% | 0.07% | +34.0% |
| Q3 2022 | $211,000 | -22.4% | 4,238 | -22.5% | 0.05% | -18.0% |
| Q2 2022 | $272,000 | +34.0% | 5,465 | +40.5% | 0.06% | +48.8% |
| Q1 2022 | $203,000 | -1.0% | 3,889 | +3.6% | 0.04% | +17.1% |
| Q4 2021 | $205,000 | +35.8% | 3,755 | +36.9% | 0.04% | +25.0% |
| Q3 2021 | $151,000 | +15.3% | 2,742 | +15.1% | 0.03% | +21.7% |
| Q2 2021 | $131,000 | +3.1% | 2,382 | +3.1% | 0.02% | -8.0% |
| Q1 2021 | $127,000 | +2.4% | 2,311 | +5.1% | 0.02% | -3.8% |
| Q4 2020 | $124,000 | +22.8% | 2,198 | +21.5% | 0.03% | +4.0% |
| Q3 2020 | $101,000 | – | 1,809 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 7,718,666 | $424,698,000 | 16.41% |
| Boston Standard Wealth Management, LLC | 458,517 | $25,228,000,000 | 7.54% |
| Trinity Wealth Management, LLC | 179,207 | $9,860,000 | 7.46% |
| PRUDENT INVESTORS NETWORK, INC. | 270,805 | $14,900,000 | 7.46% |
| Certified Advisory Corp | 544,090 | $29,936,000 | 7.27% |
| N.E.W. Advisory Services LLC | 685,122 | $37,695,000 | 6.14% |
| Compton Financial Group, LLC | 239,934 | $13,201,000 | 5.63% |
| AMARILLO NATIONAL BANK | 416,547 | $22,918,000 | 4.76% |
| Brown Financial Advisory | 88,114 | $4,848,000 | 3.99% |
| DOHJ, LLC | 147,641 | $8,101,000 | 3.84% |