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 2020 | $102,000 | +1.0% | 1,831 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $101,000 | 0.0% | 1,831 | 0.0% | 0.02% | -5.6% |
Q2 2020 | $101,000 | 0.0% | 1,831 | -1.3% | 0.02% | -18.2% |
Q1 2020 | $101,000 | -12.9% | 1,856 | -13.0% | 0.02% | +22.2% |
Q4 2019 | $116,000 | -98.7% | 2,133 | -98.7% | 0.02% | -98.8% |
Q3 2019 | $9,053,000 | -0.2% | 162,283 | -2.5% | 1.56% | +1.2% |
Q2 2019 | $9,070,000 | -1.2% | 166,514 | -3.0% | 1.54% | -11.7% |
Q1 2019 | $9,179,000 | -21.0% | 171,649 | -22.9% | 1.75% | -14.6% |
Q4 2018 | $11,621,000 | -99.9% | 222,588 | -20.0% | 2.05% | +0.2% |
Q3 2018 | $14,540,686,000 | +118049.7% | 278,184 | +19.1% | 2.05% | +6.0% |
Q2 2018 | $12,307,000 | -3.9% | 233,588 | -4.0% | 1.93% | -12.2% |
Q1 2018 | $12,811,000 | +2.0% | 243,247 | +0.8% | 2.20% | +1.1% |
Q4 2017 | $12,562,000 | +17.5% | 241,349 | +16.7% | 2.18% | -9.6% |
Q3 2017 | $10,691,000 | – | 206,774 | – | 2.41% | – |
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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% |