ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 282 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,133,488 | +12.6% | 144,906 | +11.9% | 0.81% | -14.0% |
| Q1 2023 | $6,335,562 | +28.7% | 129,502 | +31.1% | 0.95% | -28.6% |
| Q2 2022 | $4,921,000 | +18.0% | 98,799 | +23.4% | 1.32% | +99.5% |
| Q1 2022 | $4,172,000 | -4.5% | 80,036 | +0.8% | 0.66% | -17.9% |
| Q3 2021 | $4,368,000 | -4.2% | 79,386 | -4.0% | 0.81% | -11.7% |
| Q2 2021 | $4,559,000 | +2.7% | 82,736 | +2.3% | 0.92% | -27.2% |
| Q1 2021 | $4,438,000 | +1.7% | 80,903 | +4.2% | 1.26% | -10.5% |
| Q4 2020 | $4,365,000 | -41.5% | 77,662 | -42.1% | 1.41% | -54.4% |
| Q3 2020 | $7,465,000 | – | 134,062 | – | 3.08% | – |
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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% |