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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,373,170 | +39.9% | 27,859 | +38.9% | 0.24% | +28.0% |
| Q1 2023 | $981,741 | +24.3% | 20,056 | +39.8% | 0.19% | +52.5% |
| Q2 2021 | $790,000 | +22.9% | 14,342 | +23.0% | 0.12% | -90.5% |
| Q1 2021 | $643,000 | -83.8% | 11,660 | -83.5% | 1.29% | +68.2% |
| Q4 2020 | $3,978,000 | +690.9% | 70,786 | +682.5% | 0.77% | +490.0% |
| Q2 2020 | $503,000 | -40.3% | 9,046 | -40.5% | 0.13% | -59.4% |
| Q1 2020 | $842,000 | -54.8% | 15,191 | -55.0% | 0.32% | -56.3% |
| Q4 2019 | $1,864,000 | +19.8% | 33,783 | +19.7% | 0.73% | -2.9% |
| Q3 2019 | $1,556,000 | -27.7% | 28,214 | -28.6% | 0.75% | -18.2% |
| Q2 2019 | $2,152,000 | – | 39,510 | – | 0.92% | – |
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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% |