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 | $221,000 | -68.1% | 4,238 | -66.6% | 0.04% | -66.7% |
| Q4 2021 | $693,000 | +0.6% | 12,702 | +1.5% | 0.11% | -37.3% |
| Q3 2021 | $689,000 | +0.7% | 12,519 | +0.8% | 0.18% | +0.6% |
| Q2 2021 | $684,000 | +17.7% | 12,419 | +17.4% | 0.18% | -11.6% |
| Q1 2021 | $581,000 | +21.8% | 10,582 | +24.6% | 0.20% | +99.0% |
| Q4 2020 | $477,000 | +90.0% | 8,495 | +85.6% | 0.10% | -37.1% |
| Q4 2019 | $251,000 | – | 4,577 | – | 0.16% | – |
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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% |