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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $472,000 | -10.6% | 9,475 | -6.5% | 0.18% | +1.1% |
| Q1 2022 | $528,000 | -9.3% | 10,129 | -5.1% | 0.18% | -12.4% |
| Q4 2021 | $582,000 | -5.7% | 10,674 | -5.4% | 0.21% | -16.1% |
| Q3 2021 | $617,000 | +0.2% | 11,288 | +0.9% | 0.25% | -3.5% |
| Q2 2021 | $616,000 | +18.0% | 11,188 | +17.5% | 0.26% | +4.5% |
| Q1 2021 | $522,000 | +18.9% | 9,524 | +22.0% | 0.25% | +6.0% |
| Q4 2020 | $439,000 | +0.5% | 7,809 | -0.5% | 0.23% | -11.7% |
| Q3 2020 | $437,000 | +2.3% | 7,852 | +2.4% | 0.26% | -6.0% |
| Q2 2020 | $427,000 | +1.7% | 7,671 | 0.0% | 0.28% | -18.8% |
| Q1 2020 | $420,000 | 0.0% | 7,671 | 0.0% | 0.35% | +28.6% |
| Q4 2019 | $420,000 | – | 7,671 | – | 0.27% | – |
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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% |