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 | $31,177,538 | +4.2% | 639,147 | +5.3% | 0.05% | -14.8% |
Q2 2023 | $29,908,762 | +7.4% | 606,889 | +6.7% | 0.05% | +3.8% |
Q1 2023 | $27,839,144 | +2.0% | 568,723 | -0.9% | 0.05% | -5.5% |
Q4 2022 | $27,290,040 | -7.0% | 573,922 | -5.5% | 0.06% | -17.9% |
Q3 2022 | $29,348,000 | +0.5% | 607,319 | +3.6% | 0.07% | +4.7% |
Q2 2022 | $29,208,000 | +428.9% | 586,298 | +380.1% | 0.06% | +481.8% |
Q1 2022 | $5,522,000 | -45.7% | 122,127 | -34.5% | 0.01% | -42.1% |
Q4 2021 | $10,166,000 | +53.0% | 186,549 | +54.5% | 0.02% | +35.7% |
Q3 2021 | $6,646,000 | -11.5% | 120,708 | -11.4% | 0.01% | -12.5% |
Q2 2021 | $7,507,000 | -6.1% | 136,213 | -6.4% | 0.02% | -15.8% |
Q1 2021 | $7,994,000 | -15.0% | 145,601 | -12.9% | 0.02% | -24.0% |
Q4 2020 | $9,402,000 | +39.8% | 167,228 | +38.4% | 0.02% | +25.0% |
Q3 2020 | $6,725,000 | -4.8% | 120,822 | -4.8% | 0.02% | -16.7% |
Q2 2020 | $7,067,000 | -36.9% | 126,936 | -45.8% | 0.02% | -47.8% |
Q1 2020 | $11,198,000 | – | 234,073 | – | 0.05% | – |
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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% |