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 | $200,779 | -2.6% | 4,116 | -1.6% | 0.02% | +4.3% |
Q2 2023 | $206,230 | +4.5% | 4,184 | +3.8% | 0.02% | -4.2% |
Q1 2023 | $197,318 | +3.2% | 4,031 | +0.3% | 0.02% | 0.0% |
Q4 2022 | $191,151 | +5.6% | 4,020 | +7.3% | 0.02% | 0.0% |
Q3 2022 | $181,000 | -8.6% | 3,746 | -6.0% | 0.02% | -4.0% |
Q2 2022 | $198,000 | -9.2% | 3,985 | -4.7% | 0.02% | 0.0% |
Q1 2022 | $218,000 | -5.6% | 4,183 | -1.5% | 0.02% | -7.4% |
Q4 2021 | $231,000 | +2.7% | 4,245 | +3.9% | 0.03% | -3.6% |
Q3 2021 | $225,000 | +1.4% | 4,084 | +1.2% | 0.03% | 0.0% |
Q2 2021 | $222,000 | +4.7% | 4,037 | +4.3% | 0.03% | -3.4% |
Q1 2021 | $212,000 | – | 3,870 | – | 0.03% | – |
Download |
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% |