ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 72 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,773,000 | -1.3% | 36,452 | -0.3% | 0.00% | -25.0% |
| Q2 2023 | $1,796,000 | +8.2% | 36,559 | +7.4% | 0.00% | 0.0% |
| Q1 2023 | $1,660,000 | +13.1% | 34,025 | +10.0% | 0.00% | +33.3% |
| Q4 2022 | $1,468,000 | +10.8% | 30,934 | +12.9% | 0.00% | -25.0% |
| Q3 2022 | $1,325,000 | -7.0% | 27,393 | -4.5% | 0.00% | 0.0% |
| Q2 2022 | $1,425,000 | +6.2% | 28,693 | +11.3% | 0.00% | +33.3% |
| Q1 2022 | $1,342,000 | -2.9% | 25,775 | +1.6% | 0.00% | 0.0% |
| Q4 2021 | $1,382,000 | -1.5% | 25,364 | -0.5% | 0.00% | -25.0% |
| Q3 2021 | $1,403,000 | -6.7% | 25,502 | -6.5% | 0.00% | 0.0% |
| Q2 2021 | $1,504,000 | +35.6% | 27,262 | +33.8% | 0.00% | 0.0% |
| Q1 2021 | $1,109,000 | +3.5% | 20,374 | +6.4% | 0.00% | 0.0% |
| Q4 2020 | $1,072,000 | +1.6% | 19,146 | +1.2% | 0.00% | -20.0% |
| Q3 2020 | $1,055,000 | +3.5% | 18,910 | +3.0% | 0.01% | -16.7% |
| Q2 2020 | $1,019,000 | -57.7% | 18,356 | -58.5% | 0.01% | -62.5% |
| Q1 2020 | $2,408,000 | +57.8% | 44,229 | +57.9% | 0.02% | +77.8% |
| Q4 2019 | $1,526,000 | +63.4% | 28,003 | +65.7% | 0.01% | +80.0% |
| Q3 2019 | $934,000 | +26.0% | 16,901 | +24.5% | 0.01% | +25.0% |
| Q2 2019 | $741,000 | +87.6% | 13,579 | +84.1% | 0.00% | +33.3% |
| Q1 2019 | $395,000 | -88.6% | 7,374 | -88.9% | 0.00% | -88.9% |
| Q4 2018 | $3,463,000 | +1192.2% | 66,327 | +1204.1% | 0.03% | +1250.0% |
| Q3 2018 | $268,000 | -42.2% | 5,086 | -42.1% | 0.00% | -50.0% |
| Q1 2018 | $464,000 | +44.1% | 8,782 | +41.7% | 0.00% | +33.3% |
| Q4 2017 | $322,000 | – | 6,197 | – | 0.00% | – |
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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% |