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 | $454,386 | +0.8% | 9,315 | +1.9% | 0.13% | -2.2% |
| Q2 2023 | $450,560 | +19.2% | 9,141 | +18.4% | 0.14% | +8.8% |
| Q1 2023 | $377,894 | -10.7% | 7,720 | -13.2% | 0.12% | -17.8% |
| Q4 2022 | $423,147 | -1.8% | 8,899 | -0.3% | 0.15% | -9.0% |
| Q3 2022 | $431,000 | -4.4% | 8,924 | -1.5% | 0.17% | -1.2% |
| Q2 2022 | $451,000 | -63.3% | 9,061 | -61.6% | 0.17% | -57.9% |
| Q1 2022 | $1,230,000 | -14.8% | 23,595 | -10.9% | 0.40% | -14.7% |
| Q4 2021 | $1,443,000 | +8.1% | 26,468 | +9.1% | 0.47% | +19.3% |
| Q3 2021 | $1,335,000 | +0.4% | 24,268 | +0.5% | 0.39% | 0.0% |
| Q2 2021 | $1,330,000 | +20.9% | 24,146 | +20.5% | 0.39% | +4.8% |
| Q1 2021 | $1,100,000 | +31.1% | 20,042 | +34.2% | 0.38% | +24.9% |
| Q4 2020 | $839,000 | +0.5% | 14,931 | -0.5% | 0.30% | -12.2% |
| Q3 2020 | $835,000 | +3.1% | 15,000 | +3.2% | 0.34% | -22.6% |
| Q2 2020 | $810,000 | +1.9% | 14,540 | 0.0% | 0.44% | -19.6% |
| Q1 2020 | $795,000 | +40.7% | 14,540 | +40.9% | 0.55% | +97.5% |
| Q4 2019 | $565,000 | -0.5% | 10,317 | +1.4% | 0.28% | -17.0% |
| Q3 2019 | $568,000 | +15.4% | 10,175 | +12.6% | 0.34% | +10.5% |
| Q2 2019 | $492,000 | +41.0% | 9,038 | +38.3% | 0.30% | +31.6% |
| Q1 2019 | $349,000 | – | 6,534 | – | 0.23% | – |
Download | ||||||
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% |