ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 196 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,246,758 | -4.5% | 230,561 | -3.5% | 2.11% | -0.8% |
| Q2 2023 | $11,779,138 | +4.9% | 238,976 | +4.1% | 2.13% | +2.5% |
| Q1 2023 | $11,233,521 | +6.5% | 229,490 | +3.5% | 2.08% | -1.0% |
| Q4 2022 | $10,544,134 | +3.4% | 221,748 | +4.5% | 2.10% | -2.5% |
| Q3 2022 | $10,197,000 | -0.9% | 212,274 | +4.0% | 2.16% | -7.7% |
| Q2 2022 | $10,291,000 | +4016.4% | 204,106 | +4161.1% | 2.34% | +4307.5% |
| Q1 2022 | $250,000 | -2.0% | 4,790 | +2.6% | 0.05% | -11.7% |
| Q4 2021 | $255,000 | -7.3% | 4,668 | -6.7% | 0.06% | -10.4% |
| Q3 2021 | $275,000 | -0.4% | 5,004 | 0.0% | 0.07% | -5.6% |
| Q2 2021 | $276,000 | +3.4% | 5,004 | +2.9% | 0.07% | -10.1% |
| Q1 2021 | $267,000 | -4.0% | 4,865 | -1.5% | 0.08% | -12.2% |
| Q4 2020 | $278,000 | -25.1% | 4,938 | -25.8% | 0.09% | -19.6% |
| Q3 2020 | $371,000 | -0.5% | 6,658 | -0.7% | 0.11% | -10.4% |
| Q2 2020 | $373,000 | – | 6,704 | – | 0.12% | – |
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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% |