ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 294 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $570,660 | +56.1% | 11,699 | +57.7% | 0.08% | +63.0% |
| Q2 2023 | $365,615 | +1356.0% | 7,418 | +1346.0% | 0.05% | +1433.3% |
| Q1 2023 | $25,111 | +114040.9% | 513 | +8.7% | 0.00% | 0.0% |
| Q4 2022 | $22 | -100.0% | 472 | -55.6% | 0.00% | -62.5% |
| Q3 2022 | $51,000 | -22.7% | 1,062 | -19.4% | 0.01% | -20.0% |
| Q2 2022 | $66,000 | – | 1,317 | – | 0.01% | – |
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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% |