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 | $3,153,883 | -2.3% | 64,655 | -1.3% | 0.61% | +0.8% |
| Q2 2023 | $3,229,739 | +12.1% | 65,525 | +11.3% | 0.61% | +4.5% |
| Q1 2023 | $2,881,649 | +9.3% | 58,869 | +6.2% | 0.58% | +2.1% |
| Q4 2022 | $2,635,375 | +23.8% | 55,423 | +25.8% | 0.57% | +4.8% |
| Q3 2022 | $2,128,000 | +26.9% | 44,040 | +30.8% | 0.54% | +26.5% |
| Q2 2022 | $1,677,000 | +74.0% | 33,669 | +82.1% | 0.43% | +92.0% |
| Q1 2022 | $964,000 | -8.3% | 18,492 | -4.0% | 0.22% | -7.1% |
| Q4 2021 | $1,051,000 | +7.2% | 19,268 | +8.1% | 0.24% | -8.0% |
| Q3 2021 | $980,000 | +21.1% | 17,816 | +21.4% | 0.26% | +20.2% |
| Q2 2021 | $809,000 | +55.9% | 14,676 | +55.2% | 0.22% | +39.7% |
| Q1 2021 | $519,000 | +149.5% | 9,456 | +155.4% | 0.16% | +129.4% |
| Q4 2020 | $208,000 | -7.1% | 3,702 | -7.6% | 0.07% | -20.0% |
| Q3 2020 | $224,000 | -7.4% | 4,008 | -7.8% | 0.08% | -13.3% |
| Q2 2020 | $242,000 | +0.8% | 4,345 | 0.0% | 0.10% | -7.5% |
| Q1 2020 | $240,000 | -51.8% | 4,345 | -52.2% | 0.11% | -42.1% |
| Q4 2019 | $498,000 | – | 9,088 | – | 0.18% | – |
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% |