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 | $21,866,982 | -1.3% | 448,278 | -0.3% | 2.07% | +0.9% |
| Q2 2023 | $22,152,957 | +2.3% | 449,441 | +1.6% | 2.06% | -1.6% |
| Q1 2023 | $21,649,979 | +2.8% | 442,288 | -0.2% | 2.09% | -2.5% |
| Q4 2022 | $21,068,303 | -8.4% | 443,077 | -6.9% | 2.14% | -15.5% |
| Q3 2022 | $23,001,000 | -2.2% | 475,975 | +0.8% | 2.54% | -0.6% |
| Q2 2022 | $23,522,000 | -18.5% | 472,227 | -14.7% | 2.55% | -6.6% |
| Q1 2022 | $28,861,000 | -1.4% | 553,640 | +3.1% | 2.73% | -4.8% |
| Q4 2021 | $29,274,000 | +6.0% | 536,842 | +6.9% | 2.87% | +0.3% |
| Q3 2021 | $27,626,000 | +9.3% | 502,103 | +9.5% | 2.86% | +9.8% |
| Q2 2021 | $25,268,000 | +11.7% | 458,577 | +11.2% | 2.60% | -6.4% |
| Q1 2021 | $22,618,000 | +7.8% | 412,284 | +10.4% | 2.78% | -3.0% |
| Q4 2020 | $20,989,000 | +14.5% | 373,403 | +13.4% | 2.87% | -0.1% |
| Q3 2020 | $18,327,000 | +10.0% | 329,269 | +10.1% | 2.87% | +5.2% |
| Q2 2020 | $16,659,000 | +2.9% | 299,199 | +0.7% | 2.73% | -15.0% |
| Q1 2020 | $16,184,000 | +0.3% | 297,180 | +0.9% | 3.21% | +21.3% |
| Q4 2019 | $16,138,000 | +9.6% | 294,539 | +11.5% | 2.65% | +2.2% |
| Q3 2019 | $14,731,000 | +27.2% | 264,043 | +24.1% | 2.59% | +22.2% |
| Q2 2019 | $11,578,000 | +14.3% | 212,729 | +11.6% | 2.12% | +9.7% |
| Q1 2019 | $10,133,000 | +13.2% | 190,535 | +11.1% | 1.93% | +1.0% |
| Q4 2018 | $8,955,000 | +12.1% | 171,514 | +11.7% | 1.91% | +16.4% |
| Q3 2018 | $7,991,000 | +10.9% | 153,561 | +12.3% | 1.64% | +8.0% |
| Q2 2018 | $7,205,000 | +12.6% | 136,792 | +12.5% | 1.52% | +9.7% |
| Q1 2018 | $6,399,000 | +11.5% | 121,583 | +10.6% | 1.39% | +14.6% |
| Q4 2017 | $5,741,000 | +11.7% | 109,911 | +10.6% | 1.21% | +7.6% |
| Q3 2017 | $5,140,000 | +12.1% | 99,407 | +12.0% | 1.12% | +7.3% |
| Q2 2017 | $4,587,000 | +23.9% | 88,775 | +24.8% | 1.05% | +16.8% |
| Q1 2017 | $3,701,000 | +33.4% | 71,133 | +32.5% | 0.90% | +29.3% |
| Q4 2016 | $2,775,000 | +30.4% | 53,700 | +33.5% | 0.69% | +22.6% |
| Q3 2016 | $2,128,000 | +114.1% | 40,236 | +115.2% | 0.57% | +112.8% |
| Q2 2016 | $994,000 | – | 18,693 | – | 0.27% | – |
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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% |