ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 251 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $789,992 | -3.8% | 16,195 | -2.8% | 0.45% | +1.1% |
| Q2 2023 | $821,286 | -0.4% | 16,662 | -1.1% | 0.45% | -5.5% |
| Q1 2023 | $824,922 | +4.2% | 16,852 | +1.2% | 0.48% | +3.3% |
| Q4 2022 | $791,914 | +8.5% | 16,654 | +10.3% | 0.46% | +5.5% |
| Q3 2022 | $730,000 | +19.1% | 15,100 | +22.7% | 0.44% | +29.4% |
| Q2 2022 | $613,000 | +36.8% | 12,304 | +43.2% | 0.34% | +61.2% |
| Q1 2022 | $448,000 | +14.0% | 8,594 | +19.1% | 0.21% | +16.8% |
| Q4 2021 | $393,000 | +2.9% | 7,214 | +3.9% | 0.18% | -4.8% |
| Q3 2021 | $382,000 | +13.7% | 6,944 | +14.0% | 0.19% | +15.3% |
| Q2 2021 | $336,000 | +0.6% | 6,091 | 0.0% | 0.16% | -3.6% |
| Q1 2021 | $334,000 | +5.0% | 6,091 | +7.6% | 0.17% | +0.6% |
| Q4 2020 | $318,000 | +14.8% | 5,659 | +13.5% | 0.17% | +2.4% |
| Q3 2020 | $277,000 | +21.5% | 4,984 | +21.6% | 0.16% | +10.8% |
| Q2 2020 | $228,000 | +5.6% | 4,100 | +3.7% | 0.15% | -8.6% |
| Q1 2020 | $216,000 | – | 3,955 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT, LLC | 413,160 | $20,153,945 | 21.74% |
| Matson Money. Inc. | 8,558,512 | $417,484,215 | 15.10% |
| PRUDENT INVESTORS NETWORK, INC. | 317,331 | $15,479,382 | 7.25% |
| Boston Standard Wealth Management, LLC | 518,831 | $25,309,000 | 6.68% |
| Stewardship Advisors, LLC | 341,806 | $16,673,311 | 6.51% |
| N.E.W. Advisory Services LLC | 896,064 | $43,710,047 | 6.22% |
| SYON CAPITAL LLC | 990,313 | $48,307,468 | 6.01% |
| Compton Financial Group, LLC | 316,196 | $15,424,078 | 5.86% |
| PENOBSCOT WEALTH MANAGEMENT | 147,101 | $7,176 | 5.44% |
| Kooman & Associates | 212,287 | $10,355,360 | 5.24% |