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 | $2,750,837 | -2.2% | 56,393 | -1.1% | 0.44% | -1.3% |
| Q2 2023 | $2,811,685 | -0.2% | 57,044 | -0.9% | 0.45% | -6.5% |
| Q1 2023 | $2,818,479 | +11.6% | 57,579 | +8.4% | 0.48% | +4.8% |
| Q4 2022 | $2,526,176 | -11.7% | 53,127 | -10.3% | 0.46% | -9.7% |
| Q3 2022 | $2,862,000 | -1.3% | 59,218 | +1.8% | 0.50% | -4.2% |
| Q2 2022 | $2,899,000 | -0.9% | 58,198 | +1.4% | 0.53% | -5.0% |
| Q1 2022 | $2,924,000 | -5.2% | 57,407 | +1.5% | 0.56% | -20.0% |
| Q4 2021 | $3,084,000 | +10.8% | 56,548 | +11.8% | 0.69% | -7.0% |
| Q3 2021 | $2,783,000 | +2.9% | 50,586 | +3.1% | 0.75% | -11.2% |
| Q2 2021 | $2,704,000 | +2.7% | 49,068 | +2.5% | 0.84% | -23.4% |
| Q1 2021 | $2,633,000 | +4.4% | 47,884 | +6.7% | 1.10% | -4.4% |
| Q4 2020 | $2,523,000 | +12.4% | 44,894 | +11.4% | 1.15% | -6.5% |
| Q3 2020 | $2,244,000 | +4.6% | 40,302 | +4.1% | 1.23% | -8.7% |
| Q2 2020 | $2,145,000 | -12.1% | 38,699 | -13.7% | 1.34% | -18.2% |
| Q1 2020 | $2,441,000 | -1.4% | 44,824 | -0.8% | 1.64% | +14.2% |
| Q4 2019 | $2,476,000 | +3.1% | 45,185 | +4.6% | 1.44% | -10.5% |
| Q3 2019 | $2,401,000 | +4.6% | 43,189 | +2.4% | 1.61% | +2.0% |
| Q2 2019 | $2,296,000 | +18.5% | 42,186 | +15.7% | 1.58% | +8.8% |
| Q1 2019 | $1,938,000 | +0.4% | 36,447 | -1.4% | 1.45% | +2.1% |
| Q4 2018 | $1,930,000 | +4.6% | 36,975 | +4.3% | 1.42% | +15.6% |
| Q3 2018 | $1,845,000 | +0.7% | 35,465 | +1.9% | 1.23% | -8.6% |
| Q2 2018 | $1,833,000 | +253.2% | 34,797 | +253.3% | 1.34% | +208.7% |
| Q1 2018 | $519,000 | – | 9,849 | – | 0.44% | – |
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% |