ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 212 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,978 | -4.7% | 1,660 | -3.7% | 0.01% | -8.3% |
| Q2 2023 | $84,979 | -5.6% | 1,724 | -6.5% | 0.01% | -14.3% |
| Q1 2023 | $89,979 | -67.4% | 1,843 | -62.8% | 0.01% | -72.0% |
| Q3 2021 | $276,000 | 0.0% | 4,960 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $276,000 | -26.4% | 4,960 | -27.4% | 0.05% | -32.4% |
| Q1 2021 | $375,000 | +14.0% | 6,835 | +16.9% | 0.07% | +8.8% |
| Q4 2020 | $329,000 | +22.8% | 5,845 | +21.2% | 0.07% | -9.3% |
| Q3 2020 | $268,000 | -12.1% | 4,823 | -12.0% | 0.08% | -28.6% |
| Q2 2020 | $305,000 | -71.2% | 5,480 | -71.5% | 0.10% | +133.3% |
| Q1 2020 | $1,059,000 | +240.5% | 19,222 | +195.8% | 0.04% | +36.4% |
| Q4 2019 | $311,000 | -10.6% | 6,499 | +4.2% | 0.03% | -15.4% |
| Q3 2019 | $348,000 | – | 6,238 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 6,215,697 | $345,966,000 | 17.44% |
| PRUDENT INVESTORS NETWORK, INC. | 242,323 | $13,487,000 | 8.93% |
| Boston Standard Wealth Management, LLC | 315,449 | $17,558,000,000 | 7.40% |
| Blueprint Investment Partners LLC | 160,761 | $9,036,000 | 7.14% |
| NYL Investors LLC | 329,800 | $18,357,000 | 7.12% |
| DOHJ, LLC | 150,346 | $8,404,000 | 5.26% |
| N.E.W. Advisory Services LLC | 326,307 | $18,176,000 | 5.13% |
| Allworth Financial LP | 2,954,963 | $164,473,000 | 4.95% |
| MBE Wealth Management, LLC | 96,946 | $5,397,000 | 4.54% |
| First Ascent Asset Management, LLC | 118,275 | $6,583,000 | 3.57% |