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 | $1,542,862 | +12.1% | 31,629 | +13.3% | 0.86% | +19.1% |
| Q2 2023 | $1,376,077 | +2.1% | 27,918 | +1.4% | 0.72% | -1.4% |
| Q1 2023 | $1,347,743 | +7.3% | 27,533 | +4.2% | 0.73% | -1.1% |
| Q4 2022 | $1,256,512 | +16.1% | 26,425 | +17.7% | 0.74% | +4.8% |
| Q3 2022 | $1,082,000 | +14.6% | 22,447 | +18.5% | 0.70% | +19.2% |
| Q2 2022 | $944,000 | +1.3% | 18,949 | +6.0% | 0.59% | -3.1% |
| Q1 2022 | $932,000 | -1.2% | 17,876 | +0.2% | 0.61% | -10.8% |
| Q4 2021 | $943,000 | +4.4% | 17,848 | +8.8% | 0.68% | +8.4% |
| Q3 2021 | $903,000 | +2.3% | 16,410 | +2.4% | 0.63% | +0.8% |
| Q2 2021 | $883,000 | +9.4% | 16,029 | +9.0% | 0.62% | -4.9% |
| Q1 2021 | $807,000 | +1.9% | 14,704 | +4.4% | 0.66% | +4.5% |
| Q4 2020 | $792,000 | – | 14,088 | – | 0.63% | – |
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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% |