ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 256 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $503,117 | +1.8% | 10,314 | +2.8% | 0.29% | +8.6% |
Q2 2023 | $494,428 | +0.5% | 10,031 | -0.2% | 0.27% | -8.3% |
Q1 2023 | $492,104 | -13.0% | 10,053 | -15.5% | 0.29% | -20.5% |
Q4 2022 | $565,750 | -10.6% | 11,898 | -9.2% | 0.36% | -21.0% |
Q3 2022 | $633,000 | -3.4% | 13,103 | -0.4% | 0.46% | +1.1% |
Q2 2022 | $655,000 | -3.4% | 13,157 | +1.2% | 0.46% | +13.4% |
Q1 2022 | $678,000 | -10.3% | 12,998 | -6.3% | 0.40% | +3.9% |
Q4 2021 | $756,000 | -8.0% | 13,868 | -7.2% | 0.39% | -7.4% |
Q3 2021 | $822,000 | -36.7% | 14,940 | -36.6% | 0.42% | -37.6% |
Q2 2021 | $1,298,000 | -78.9% | 23,562 | -79.0% | 0.67% | -79.9% |
Q1 2021 | $6,151,000 | +2.0% | 112,121 | +4.5% | 3.34% | -18.2% |
Q4 2020 | $6,033,000 | +11.8% | 107,335 | +10.7% | 4.08% | -10.1% |
Q3 2020 | $5,397,000 | +0.1% | 96,946 | +0.1% | 4.54% | +0.0% |
Q2 2020 | $5,390,000 | +4.9% | 96,818 | +3.0% | 4.53% | -7.5% |
Q1 2020 | $5,140,000 | +4.4% | 93,993 | +4.6% | 4.90% | -0.5% |
Q4 2019 | $4,922,000 | – | 89,834 | – | 4.93% | – |
Download |
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% |