ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 256 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,992,251 | +21.4% | 126,020 | +23.4% | 1.61% | +14.8% |
| Q3 2022 | $4,934,000 | +42.3% | 102,103 | +46.6% | 1.40% | +50.2% |
| Q2 2022 | $3,468,000 | -5.3% | 69,631 | -0.9% | 0.93% | +8.4% |
| Q1 2022 | $3,662,000 | -38.2% | 70,249 | -35.4% | 0.86% | -36.6% |
| Q4 2021 | $5,929,000 | -9.9% | 108,730 | -9.1% | 1.36% | -9.9% |
| Q3 2021 | $6,580,000 | -18.1% | 119,601 | -18.0% | 1.51% | -19.8% |
| Q2 2021 | $8,037,000 | +0.2% | 145,853 | -0.2% | 1.88% | -3.4% |
| Q1 2021 | $8,020,000 | +18.2% | 146,192 | +21.1% | 1.95% | +12.9% |
| Q4 2020 | $6,787,000 | +3.1% | 120,750 | +2.1% | 1.72% | -5.9% |
| Q3 2020 | $6,585,000 | +3.3% | 118,300 | +3.3% | 1.83% | -4.1% |
| Q2 2020 | $6,377,000 | +263.8% | 114,528 | +257.3% | 1.91% | +179.9% |
| Q1 2020 | $1,753,000 | – | 32,057 | – | 0.68% | – |
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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% |