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 2022 | $3,237,000 | -0.6% | 64,987 | +4.1% | 1.51% | +10.8% |
| Q1 2022 | $3,255,000 | +3.3% | 62,447 | +8.1% | 1.37% | +1.8% |
| Q4 2021 | $3,151,000 | +1.7% | 57,777 | +2.6% | 1.34% | -6.7% |
| Q3 2021 | $3,098,000 | +7.3% | 56,307 | +7.5% | 1.44% | +5.1% |
| Q2 2021 | $2,886,000 | -8.0% | 52,383 | -8.4% | 1.37% | -18.2% |
| Q1 2021 | $3,136,000 | +5.2% | 57,172 | +7.8% | 1.67% | -7.6% |
| Q4 2020 | $2,981,000 | +7.2% | 53,029 | +6.2% | 1.81% | -3.9% |
| Q3 2020 | $2,780,000 | +3.3% | 49,945 | +3.3% | 1.88% | -4.0% |
| Q2 2020 | $2,691,000 | +588.2% | 48,330 | +575.9% | 1.96% | +400.5% |
| Q1 2020 | $391,000 | +7.7% | 7,150 | +7.8% | 0.39% | +40.5% |
| Q4 2019 | $363,000 | +2.3% | 6,631 | +4.1% | 0.28% | -2.8% |
| Q3 2019 | $355,000 | +1.7% | 6,369 | -0.5% | 0.29% | +1.4% |
| Q2 2019 | $349,000 | – | 6,398 | – | 0.28% | – |
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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% |