ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 282 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,701,208 | +431.5% | 55,183 | +416.3% | 0.00% | – |
| Q4 2022 | $508,262 | +154.1% | 10,689 | +157.7% | 0.00% | – |
| Q3 2022 | $200,000 | -84.4% | 4,148 | -82.3% | 0.00% | – |
| Q4 2021 | $1,278,000 | +84.9% | 23,452 | +86.9% | 0.00% | – |
| Q3 2021 | $691,000 | +44.9% | 12,551 | +44.3% | 0.00% | – |
| Q1 2021 | $477,000 | -25.0% | 8,699 | -25.2% | 0.00% | – |
| Q1 2020 | $636,000 | -57.4% | 11,628 | -57.4% | 0.00% | – |
| Q4 2019 | $1,494,000 | +174.6% | 27,269 | +162.1% | 0.00% | – |
| Q3 2018 | $544,000 | -30.3% | 10,406 | -31.0% | 0.00% | – |
| Q1 2017 | $781,000 | -61.8% | 15,085 | -60.9% | 0.00% | -100.0% |
| Q2 2016 | $2,045,000 | +11.7% | 38,579 | +9.1% | 0.00% | 0.0% |
| Q1 2016 | $1,830,000 | – | 35,375 | – | 0.00% | – |
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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% |