ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 239 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,469 | -16.9% | 4,128 | -17.5% | 0.05% | -14.5% |
| Q1 2023 | $244,848 | +2.8% | 5,002 | -0.1% | 0.06% | -69.1% |
| Q4 2022 | $238,083 | -1.6% | 5,007 | -0.1% | 0.18% | -21.9% |
| Q3 2022 | $242,000 | -3.2% | 5,011 | -0.1% | 0.23% | +21.3% |
| Q2 2022 | $250,000 | -31.9% | 5,017 | -28.7% | 0.19% | -7.8% |
| Q1 2022 | $367,000 | -5.9% | 7,041 | -1.7% | 0.20% | +179.5% |
| Q4 2021 | $390,000 | +2.9% | 7,160 | +3.9% | 0.07% | -64.0% |
| Q3 2021 | $379,000 | -12.9% | 6,894 | -12.8% | 0.20% | -12.5% |
| Q2 2021 | $435,000 | +0.7% | 7,902 | +0.4% | 0.23% | +8.9% |
| Q1 2021 | $432,000 | -74.6% | 7,870 | -74.0% | 0.21% | -79.6% |
| Q4 2020 | $1,702,000 | -39.4% | 30,272 | -40.0% | 1.04% | -61.1% |
| Q3 2020 | $2,808,000 | +3.6% | 50,449 | +3.6% | 2.68% | -3.7% |
| Q2 2020 | $2,711,000 | +2.5% | 48,684 | +0.6% | 2.78% | -19.3% |
| Q1 2020 | $2,646,000 | +73.1% | 48,381 | +73.3% | 3.45% | +127.6% |
| Q4 2019 | $1,529,000 | – | 27,915 | – | 1.52% | – |
Download | ||||||
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% |