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 | $6,728,439 | -0.5% | 137,934 | +0.5% | 1.56% | +1.7% |
| Q2 2023 | $6,761,914 | -1.4% | 137,186 | -2.1% | 1.53% | -10.5% |
| Q1 2023 | $6,861,191 | +27.9% | 140,167 | +24.2% | 1.71% | +17.0% |
| Q4 2022 | $5,366,081 | -17.3% | 112,851 | -15.9% | 1.46% | -24.8% |
| Q3 2022 | $6,488,000 | -6.6% | 134,249 | -3.7% | 1.94% | -5.6% |
| Q2 2022 | $6,947,000 | +80.4% | 139,466 | +88.8% | 2.06% | +109.1% |
| Q1 2022 | $3,851,000 | -4.7% | 73,864 | -0.3% | 0.98% | +2.7% |
| Q4 2021 | $4,039,000 | -2.0% | 74,078 | -1.1% | 0.96% | -10.3% |
| Q3 2021 | $4,120,000 | 0.0% | 74,888 | +0.1% | 1.07% | -2.4% |
| Q2 2021 | $4,120,000 | +81.4% | 74,781 | +80.7% | 1.10% | +62.2% |
| Q1 2021 | $2,271,000 | +3.6% | 41,388 | +6.1% | 0.68% | -7.0% |
| Q4 2020 | $2,192,000 | +62.5% | 39,000 | +61.0% | 0.73% | +29.2% |
| Q3 2020 | $1,349,000 | -3.8% | 24,230 | -3.8% | 0.56% | -9.4% |
| Q2 2020 | $1,402,000 | +2.3% | 25,177 | +0.4% | 0.62% | -10.1% |
| Q1 2020 | $1,371,000 | +5.6% | 25,070 | +5.8% | 0.69% | +30.4% |
| Q4 2019 | $1,298,000 | -1.2% | 23,689 | +0.6% | 0.53% | -4.0% |
| Q3 2019 | $1,314,000 | +12.7% | 23,544 | +10.0% | 0.55% | +5.0% |
| Q2 2019 | $1,166,000 | +9.9% | 21,407 | +7.9% | 0.52% | +2.9% |
| Q1 2019 | $1,061,000 | +11.2% | 19,833 | +8.6% | 0.51% | -5.4% |
| Q4 2018 | $954,000 | +9.3% | 18,265 | +9.4% | 0.54% | +23.6% |
| Q3 2018 | $873,000 | – | 16,693 | – | 0.44% | – |
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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% |