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 | $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% | – |
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% |