ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $707,651 | +33.9% | 14,507 | +35.3% | 0.01% | +25.0% |
Q2 2023 | $528,537 | +21.0% | 10,723 | +20.2% | 0.01% | +14.3% |
Q1 2023 | $436,781 | +7.6% | 8,923 | +4.6% | 0.01% | 0.0% |
Q4 2022 | $405,744 | +7.3% | 8,533 | +9.1% | 0.01% | 0.0% |
Q3 2022 | $378,000 | +4.4% | 7,822 | +7.7% | 0.01% | 0.0% |
Q2 2022 | $362,000 | – | 7,260 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
AGINCOURT CAPITAL MANAGEMENT, LLC | 413,160 | $20,153,945 | 21.74% |
Matson Money. Inc. | 8,558,512 | $417,484,215 | 15.10% |
PRUDENT INVESTORS NETWORK, INC. | 317,331 | $15,479,382 | 7.25% |
Boston Standard Wealth Management, LLC | 518,831 | $25,309,000 | 6.68% |
Stewardship Advisors, LLC | 341,806 | $16,673,311 | 6.51% |
N.E.W. Advisory Services LLC | 896,064 | $43,710,047 | 6.22% |
SYON CAPITAL LLC | 990,313 | $48,307,468 | 6.01% |
Compton Financial Group, LLC | 316,196 | $15,424,078 | 5.86% |
PENOBSCOT WEALTH MANAGEMENT | 147,101 | $7,176 | 5.44% |
Kooman & Associates | 212,287 | $10,355,360 | 5.24% |