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 | $284,387 | -4.0% | 5,830 | -3.0% | 0.22% | +3.3% |
| Q2 2023 | $296,233 | -1.8% | 6,010 | -2.4% | 0.21% | -5.8% |
| Q1 2023 | $301,532 | +2.9% | 6,160 | 0.0% | 0.23% | -5.8% |
| Q4 2022 | $292,908 | -1.7% | 6,160 | 0.0% | 0.24% | -9.8% |
| Q3 2022 | $298,000 | -15.3% | 6,160 | -12.7% | 0.27% | -8.9% |
| Q2 2022 | $352,000 | -13.1% | 7,060 | -9.0% | 0.29% | +3.2% |
| Q1 2022 | $405,000 | -1.9% | 7,760 | +2.4% | 0.28% | +3.3% |
| Q4 2021 | $413,000 | -10.4% | 7,580 | -9.5% | 0.27% | -18.2% |
| Q3 2021 | $461,000 | 0.0% | 8,374 | 0.0% | 0.34% | +0.9% |
| Q2 2021 | $461,000 | +0.4% | 8,374 | 0.0% | 0.33% | -6.7% |
| Q1 2021 | $459,000 | -2.5% | 8,374 | 0.0% | 0.36% | -6.1% |
| Q4 2020 | $471,000 | +9.3% | 8,374 | +8.2% | 0.38% | -3.1% |
| Q3 2020 | $431,000 | +5.6% | 7,739 | +5.7% | 0.39% | -3.2% |
| Q2 2020 | $408,000 | +9.7% | 7,324 | +7.8% | 0.40% | -11.0% |
| Q1 2020 | $372,000 | +17.0% | 6,794 | +17.1% | 0.45% | +55.5% |
| Q4 2019 | $318,000 | – | 5,804 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT, LLC | 413,160 | $20,153,945 | 21.74% |
| Matson Money. Inc. | 8,558,512 | $417,484,215 | 15.10% |
| PRUDENT INVESTORS NETWORK, INC. | 317,331 | $15,479,382 | 7.25% |
| Boston Standard Wealth Management, LLC | 518,831 | $25,309,000 | 6.68% |
| Stewardship Advisors, LLC | 341,806 | $16,673,311 | 6.51% |
| N.E.W. Advisory Services LLC | 896,064 | $43,710,047 | 6.22% |
| SYON CAPITAL LLC | 990,313 | $48,307,468 | 6.01% |
| Compton Financial Group, LLC | 316,196 | $15,424,078 | 5.86% |
| PENOBSCOT WEALTH MANAGEMENT | 147,101 | $7,176 | 5.44% |
| Kooman & Associates | 212,287 | $10,355,360 | 5.24% |