ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 283 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Matson Money. Inc. | 6,260,247 | $348,571,000 | 19.04% |
Trinity Wealth Management, LLC | 164,863 | $9,180,000 | 12.79% |
PRUDENT INVESTORS NETWORK, INC. | 236,755 | $13,182,000 | 8.94% |
Boston Standard Wealth Management, LLC | 308,220 | $17,162,000,000 | 7.75% |
NYL Investors LLC | 648,700 | $35,793,000 | 7.64% |
Certified Advisory Corp | 403,402 | $22,461,000 | 7.43% |
DOHJ, LLC | 142,740 | $7,978,000 | 5.46% |
Blueprint Investment Partners LLC | 148,645 | $8,277,000 | 5.27% |
N.E.W. Advisory Services LLC | 283,191 | $15,768,000 | 4.91% |
Allworth Financial LP | 2,728,296 | $151,912,000 | 4.68% |