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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Matson Money. Inc. | 6,215,697 | $345,966,000 | 17.44% |
| PRUDENT INVESTORS NETWORK, INC. | 242,323 | $13,487,000 | 8.93% |
| Boston Standard Wealth Management, LLC | 315,449 | $17,558,000,000 | 7.40% |
| Blueprint Investment Partners LLC | 160,761 | $9,036,000 | 7.14% |
| NYL Investors LLC | 329,800 | $18,357,000 | 7.12% |
| DOHJ, LLC | 150,346 | $8,404,000 | 5.26% |
| N.E.W. Advisory Services LLC | 326,307 | $18,176,000 | 5.13% |
| Allworth Financial LP | 2,954,963 | $164,473,000 | 4.95% |
| MBE Wealth Management, LLC | 96,946 | $5,397,000 | 4.54% |
| First Ascent Asset Management, LLC | 118,275 | $6,583,000 | 3.57% |