ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 293 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,613,350 | +353.6% | 33,074 | +355.2% | 0.00% | – |
| Q1 2023 | $355,671 | -88.9% | 7,266 | -89.2% | 0.00% | -100.0% |
| Q4 2022 | $3,198,023 | +19.1% | 67,256 | +21.0% | 0.00% | 0.0% |
| Q3 2022 | $2,686,000 | -28.0% | 55,573 | -25.9% | 0.00% | 0.0% |
| Q2 2022 | $3,733,000 | -87.5% | 74,954 | -86.2% | 0.00% | -83.3% |
| Q3 2021 | $29,871,000 | +315.8% | 542,913 | +316.4% | 0.01% | +200.0% |
| Q2 2021 | $7,184,000 | -74.8% | 130,372 | -74.9% | 0.00% | -71.4% |
| Q1 2021 | $28,480,000 | +183.7% | 519,146 | +188.0% | 0.01% | +75.0% |
| Q2 2020 | $10,038,000 | +219.8% | 180,282 | +214.1% | 0.00% | +300.0% |
| Q1 2020 | $3,139,000 | +6.6% | 57,388 | +8.8% | 0.00% | 0.0% |
| Q3 2019 | $2,944,000 | +990.4% | 52,770 | +943.5% | 0.00% | – |
| Q1 2019 | $270,000 | -47.3% | 5,057 | -48.4% | 0.00% | – |
| Q3 2018 | $512,000 | -17.0% | 9,791 | -17.8% | 0.00% | -100.0% |
| Q2 2017 | $617,000 | +27.0% | 11,911 | +27.1% | 0.00% | – |
| Q1 2017 | $486,000 | -53.0% | 9,373 | -51.4% | 0.00% | -100.0% |
| Q3 2016 | $1,033,000 | – | 19,303 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 7,492,279 | $412,825,000 | 16.28% |
| Trinity Wealth Management, LLC | 194,011 | $10,690,000 | 8.36% |
| PRUDENT INVESTORS NETWORK, INC. | 264,265 | $14,561,000 | 7.38% |
| Boston Standard Wealth Management, LLC | 438,900 | $24,183,000,000 | 7.32% |
| Certified Advisory Corp | 511,865 | $28,204,000 | 7.09% |
| N.E.W. Advisory Services LLC | 641,650 | $35,325,000 | 5.91% |
| Compton Financial Group, LLC | 229,013 | $12,619,000 | 5.37% |
| Beta Wealth Group, Inc. | 136,112 | $7,499,000 | 5.22% |
| Financial Gravity Asset Management, Inc. | 222,011 | $12,223,000 | 4.38% |
| Blossom Wealth Management | 9,331 | $514,000 | 3.87% |