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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $733,000 | -56.4% | 13,446 | -56.0% | 0.51% | -58.5% |
| Q3 2021 | $1,682,000 | +26.5% | 30,567 | +26.7% | 1.23% | +23.3% |
| Q2 2021 | $1,330,000 | +35.7% | 24,130 | +35.1% | 0.99% | +21.5% |
| Q1 2021 | $980,000 | +30.7% | 17,855 | +33.8% | 0.82% | +27.2% |
| Q4 2020 | $750,000 | +168.8% | 13,343 | +166.6% | 0.64% | +128.8% |
| Q3 2020 | $279,000 | – | 5,005 | – | 0.28% | – |
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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% |