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 | $933,454 | -1.0% | 19,136 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $943,213 | +0.7% | 19,136 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $936,707 | +13.0% | 19,136 | +9.7% | 0.00% | – |
Q4 2022 | $829,224 | +39.8% | 17,439 | +42.2% | 0.00% | – |
Q3 2022 | $593,000 | -28.4% | 12,261 | -18.4% | 0.00% | – |
Q2 2021 | $828,000 | +1.1% | 15,020 | +0.7% | 0.00% | – |
Q1 2021 | $819,000 | -63.5% | 14,920 | -62.7% | 0.00% | -100.0% |
Q4 2020 | $2,246,000 | +10.9% | 39,950 | +9.8% | 0.00% | 0.0% |
Q3 2020 | $2,025,000 | +24.5% | 36,387 | +24.6% | 0.00% | 0.0% |
Q2 2020 | $1,626,000 | +1.8% | 29,195 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $1,597,000 | -0.2% | 29,195 | -0.1% | 0.00% | 0.0% |
Q4 2019 | $1,600,000 | -2.0% | 29,215 | -0.1% | 0.00% | 0.0% |
Q3 2019 | $1,632,000 | +1.9% | 29,255 | -0.6% | 0.00% | 0.0% |
Q2 2019 | $1,602,000 | -40.5% | 29,425 | -41.6% | 0.00% | -50.0% |
Q1 2019 | $2,693,000 | +2.3% | 50,360 | -0.1% | 0.00% | 0.0% |
Q4 2018 | $2,632,000 | – | 50,425 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Matson Money. Inc. | 7,718,666 | $424,698,000 | 16.41% |
Boston Standard Wealth Management, LLC | 458,517 | $25,228,000,000 | 7.54% |
Trinity Wealth Management, LLC | 179,207 | $9,860,000 | 7.46% |
PRUDENT INVESTORS NETWORK, INC. | 270,805 | $14,900,000 | 7.46% |
Certified Advisory Corp | 544,090 | $29,936,000 | 7.27% |
N.E.W. Advisory Services LLC | 685,122 | $37,695,000 | 6.14% |
Compton Financial Group, LLC | 239,934 | $13,201,000 | 5.63% |
AMARILLO NATIONAL BANK | 416,547 | $22,918,000 | 4.76% |
Brown Financial Advisory | 88,114 | $4,848,000 | 3.99% |
DOHJ, LLC | 147,641 | $8,101,000 | 3.84% |