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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $592,000 | -69.2% | 11,361 | -67.8% | 0.49% | -58.6% |
| Q4 2021 | $1,923,000 | +61.7% | 35,256 | +63.2% | 1.19% | +60.7% |
| Q3 2021 | $1,189,000 | +45.5% | 21,605 | +45.7% | 0.74% | +48.0% |
| Q2 2021 | $817,000 | -62.2% | 14,832 | -62.4% | 0.50% | -63.6% |
| Q1 2021 | $2,163,000 | -24.8% | 39,421 | -22.9% | 1.38% | -28.1% |
| Q4 2020 | $2,875,000 | +4.4% | 51,146 | +3.4% | 1.92% | +0.9% |
| Q3 2020 | $2,754,000 | +1.6% | 49,487 | +1.7% | 1.90% | +1.8% |
| Q2 2020 | $2,710,000 | – | 48,666 | – | 1.87% | – |
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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% |