ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 256 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $405,557 | +1.8% | 8,314 | +2.9% | 0.28% | 0.0% |
Q2 2023 | $398,214 | +5.4% | 8,079 | +4.7% | 0.28% | +11.2% |
Q1 2023 | $377,650 | +10.3% | 7,715 | +7.2% | 0.25% | +5.0% |
Q4 2022 | $342,265 | -1.6% | 7,198 | -0.1% | 0.24% | -15.5% |
Q3 2022 | $348,000 | -16.5% | 7,205 | -14.0% | 0.28% | -4.4% |
Q2 2022 | $417,000 | -19.3% | 8,375 | -15.5% | 0.30% | -6.3% |
Q1 2022 | $517,000 | -73.9% | 9,916 | -72.8% | 0.32% | -73.4% |
Q4 2021 | $1,984,000 | -31.2% | 36,390 | -30.5% | 1.19% | -33.4% |
Q3 2021 | $2,882,000 | +8.6% | 52,378 | +8.8% | 1.78% | +9.2% |
Q2 2021 | $2,653,000 | +556.7% | 48,155 | +554.5% | 1.63% | +446.5% |
Q1 2021 | $404,000 | – | 7,358 | – | 0.30% | – |
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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% |