ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 238 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,995,462 | -0.8% | 81,908 | +0.3% | 0.35% | +0.9% |
| Q2 2023 | $4,026,835 | -1.1% | 81,697 | -1.8% | 0.34% | -6.5% |
| Q1 2023 | $4,071,847 | +3.4% | 83,184 | +0.4% | 0.37% | -1.6% |
| Q4 2022 | $3,937,748 | +10.1% | 82,813 | +11.9% | 0.37% | +1.1% |
| Q3 2022 | $3,576,000 | -4.0% | 74,000 | -1.1% | 0.37% | +2.8% |
| Q2 2022 | $3,726,000 | -44.9% | 74,798 | -42.4% | 0.36% | -36.3% |
| Q1 2022 | $6,767,000 | +70.0% | 129,803 | +76.3% | 0.56% | +61.9% |
| Q4 2021 | $3,980,000 | +200.8% | 73,619 | +206.3% | 0.35% | +203.5% |
| Q3 2021 | $1,323,000 | +495.9% | 24,038 | +495.3% | 0.12% | +475.0% |
| Q2 2021 | $222,000 | 0.0% | 4,038 | 0.0% | 0.02% | -9.1% |
| Q1 2021 | $222,000 | -1.8% | 4,038 | 0.0% | 0.02% | -8.3% |
| Q4 2020 | $226,000 | 0.0% | 4,038 | 0.0% | 0.02% | -14.3% |
| Q3 2020 | $226,000 | 0.0% | 4,038 | 0.0% | 0.03% | -12.5% |
| Q2 2020 | $226,000 | +0.9% | 4,038 | 0.0% | 0.03% | -20.0% |
| Q1 2020 | $224,000 | -24.6% | 4,038 | -24.3% | 0.04% | -35.5% |
| Q4 2019 | $297,000 | – | 5,335 | – | 0.06% | – |
Download | ||||||
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% |