ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 283 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,390 | +97.9% | 90 | +100.0% | 0.00% | +100.0% |
| Q2 2023 | $2,218 | +0.7% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,203 | +2.9% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,140 | +7.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -99.9% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,241,000 | +111950.0% | 45 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | -33.3% | 45 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $3,000 | – | 45 | – | 0.00% | – |
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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% |