ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 321 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,244,156 | +11.9% | 24,923 | +12.0% | 0.01% | 0.0% |
| Q1 2024 | $1,111,388 | +28.0% | 22,250 | +27.6% | 0.01% | +18.2% |
| Q4 2023 | $868,188 | +22.7% | 17,434 | +20.2% | 0.01% | +10.0% |
| 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 ↓ |
|---|---|---|---|
| Matson Money. Inc. | 7,225,511 | $396,397,000 | 20.53% |
| Trinity Wealth Management, LLC | 145,904 | $7,979,000 | 10.45% |
| Boston Standard Wealth Management, LLC | 304,562 | $16,586,000,000 | 9.01% |
| NYL Investors LLC | 329,900 | $18,042,000 | 8.01% |
| Certified Advisory Corp | 343,377 | $18,779,000 | 7.42% |
| PRUDENT INVESTORS NETWORK, INC. | 172,488 | $9,433,000 | 7.23% |
| DOHJ, LLC | 118,661 | $6,490,000 | 6.30% |
| LEGG MASON, INC. | 1,033 | $57,000 | 5.94% |
| MBE Wealth Management, LLC | 93,993 | $5,140,000 | 4.90% |
| Allworth Financial LP | 2,551,349 | $139,533,000 | 4.64% |