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 | $1,626 | -1.0% | 33,324 | 0.0% | 0.11% | +1.8% |
| Q2 2023 | $1,643 | +0.7% | 33,324 | 0.0% | 0.11% | -3.4% |
| Q1 2023 | $1,631 | +21.4% | 33,324 | +18.0% | 0.12% | +14.9% |
| Q4 2022 | $1,343 | -99.9% | 28,250 | -8.7% | 0.10% | -15.1% |
| Q3 2022 | $1,496,000 | -6.4% | 30,950 | -3.6% | 0.12% | -2.5% |
| Q2 2022 | $1,599,000 | -4.4% | 32,097 | 0.0% | 0.12% | +6.1% |
| Q1 2022 | $1,673,000 | +15.0% | 32,097 | +20.3% | 0.12% | +18.6% |
| Q4 2021 | $1,455,000 | +1.7% | 26,675 | +2.7% | 0.10% | -9.3% |
| Q3 2021 | $1,430,000 | +47.9% | 25,986 | +47.4% | 0.11% | +35.4% |
| Q2 2021 | $967,000 | 0.0% | 17,629 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $967,000 | +36.8% | 17,629 | +40.1% | 0.08% | +29.5% |
| Q4 2020 | $707,000 | +44.9% | 12,585 | +43.7% | 0.06% | +45.2% |
| Q3 2020 | $488,000 | +3.8% | 8,760 | +3.8% | 0.04% | -8.7% |
| Q2 2020 | $470,000 | +102.6% | 8,438 | +98.5% | 0.05% | +70.4% |
| Q1 2020 | $232,000 | -0.4% | 4,250 | 0.0% | 0.03% | +22.7% |
| Q4 2019 | $233,000 | +5.9% | 4,250 | +7.7% | 0.02% | -4.3% |
| Q3 2019 | $220,000 | – | 3,945 | – | 0.02% | – |
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% |