ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 295 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $454,204 | -11.5% | 9,311 | -10.6% | 0.08% | -11.0% |
| Q2 2023 | $513,468 | +0.7% | 10,417 | 0.0% | 0.09% | -8.1% |
| Q1 2023 | $509,926 | +2.3% | 10,417 | -0.6% | 0.10% | -6.6% |
| Q4 2022 | $498,242 | -1.1% | 10,478 | +0.5% | 0.11% | -11.7% |
| Q3 2022 | $504,000 | -2.9% | 10,425 | 0.0% | 0.12% | -3.2% |
| Q2 2022 | $519,000 | -24.5% | 10,425 | -20.8% | 0.12% | -10.1% |
| Q1 2022 | $687,000 | -15.5% | 13,170 | -11.7% | 0.14% | -15.3% |
| Q4 2021 | $813,000 | +2.5% | 14,914 | +3.5% | 0.16% | -33.5% |
| Q3 2021 | $793,000 | +33.7% | 14,414 | +33.8% | 0.24% | +40.0% |
| Q2 2021 | $593,000 | +1.9% | 10,770 | +1.5% | 0.18% | -17.5% |
| Q1 2021 | $582,000 | -5.1% | 10,606 | -2.8% | 0.21% | -12.0% |
| Q4 2020 | $613,000 | +7.2% | 10,911 | +6.1% | 0.24% | -19.7% |
| Q3 2020 | $572,000 | +10.4% | 10,285 | +10.6% | 0.30% | -16.9% |
| Q2 2020 | $518,000 | +2.4% | 9,300 | +0.6% | 0.36% | -27.9% |
| Q1 2020 | $506,000 | +17.1% | 9,247 | +17.2% | 0.50% | +38.4% |
| Q4 2019 | $432,000 | – | 7,891 | – | 0.36% | – |
Download | ||||||
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% |