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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $2,008,340 | +16.3% | 40,328 | +13.9% | 0.28% | +19.8% |
Q3 2023 | $1,727,345 | +20.3% | 35,411 | +21.6% | 0.23% | +12.6% |
Q2 2023 | $1,435,700 | -1.1% | 29,128 | -1.7% | 0.21% | -10.0% |
Q1 2023 | $1,451,175 | -23.1% | 29,646 | -25.3% | 0.23% | -31.0% |
Q4 2022 | $1,887,310 | +12.7% | 39,691 | +14.6% | 0.33% | -21.0% |
Q3 2022 | $1,674,000 | +7.6% | 34,635 | +10.8% | 0.42% | -4.3% |
Q2 2022 | $1,556,000 | -42.5% | 31,247 | -39.8% | 0.44% | -35.0% |
Q1 2022 | $2,707,000 | -34.1% | 51,931 | -31.0% | 0.68% | -36.9% |
Q4 2021 | $4,106,000 | +5.7% | 75,294 | +6.6% | 1.07% | -15.8% |
Q3 2021 | $3,886,000 | -0.8% | 70,633 | -0.6% | 1.27% | +2.7% |
Q2 2021 | $3,916,000 | +2.2% | 71,066 | +1.8% | 1.24% | -10.2% |
Q1 2021 | $3,831,000 | +2.6% | 69,834 | +5.1% | 1.38% | -7.8% |
Q4 2020 | $3,734,000 | – | 66,430 | – | 1.49% | – |
Download |
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% |