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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,620,003 | -1.9% | 33,210 | -0.9% | 0.68% | -0.7% |
| Q2 2023 | $1,651,777 | +8.4% | 33,511 | +7.6% | 0.68% | +2.7% |
| Q1 2023 | $1,524,273 | +6.2% | 31,139 | -4.0% | 0.66% | -6.3% |
| Q4 2022 | $1,435,173 | -8.4% | 32,427 | 0.0% | 0.71% | -13.3% |
| Q3 2022 | $1,567,000 | +13.8% | 32,427 | +182.4% | 0.82% | +16.2% |
| Q2 2022 | $1,377,000 | +126.9% | 11,484 | 0.0% | 0.70% | +137.0% |
| Q1 2022 | $607,000 | -3.0% | 11,484 | 0.0% | 0.30% | -6.3% |
| Q4 2021 | $626,000 | +17.9% | 11,484 | +19.1% | 0.32% | +9.3% |
| Q3 2021 | $531,000 | +0.8% | 9,645 | +0.9% | 0.29% | -11.3% |
| Q2 2021 | $527,000 | +17.1% | 9,559 | +16.4% | 0.33% | +2.2% |
| Q1 2021 | $450,000 | +13.4% | 8,209 | +16.3% | 0.32% | -4.8% |
| Q4 2020 | $397,000 | – | 7,057 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 6,260,247 | $348,571,000 | 19.04% |
| Trinity Wealth Management, LLC | 164,863 | $9,180,000 | 12.79% |
| PRUDENT INVESTORS NETWORK, INC. | 236,755 | $13,182,000 | 8.94% |
| Boston Standard Wealth Management, LLC | 308,220 | $17,162,000,000 | 7.75% |
| NYL Investors LLC | 648,700 | $35,793,000 | 7.64% |
| Certified Advisory Corp | 403,402 | $22,461,000 | 7.43% |
| DOHJ, LLC | 142,740 | $7,978,000 | 5.46% |
| Blueprint Investment Partners LLC | 148,645 | $8,277,000 | 5.27% |
| N.E.W. Advisory Services LLC | 283,191 | $15,768,000 | 4.91% |
| Allworth Financial LP | 2,728,296 | $151,912,000 | 4.68% |