ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 311 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $204,000 | -15.7% | 4,230 | -12.9% | 0.02% | -9.5% |
| Q2 2022 | $242,000 | -7.3% | 4,858 | -3.1% | 0.02% | +5.0% |
| Q1 2022 | $261,000 | -7.8% | 5,014 | -3.3% | 0.02% | -4.8% |
| Q4 2021 | $283,000 | -1.0% | 5,187 | -0.3% | 0.02% | -8.7% |
| Q3 2021 | $286,000 | -5.3% | 5,204 | -5.1% | 0.02% | -8.0% |
| Q2 2021 | $302,000 | +7.1% | 5,483 | +6.7% | 0.02% | +4.2% |
| Q1 2021 | $282,000 | +14.6% | 5,137 | +17.3% | 0.02% | -25.0% |
| Q4 2020 | $246,000 | – | 4,379 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 6,260,247 | $348,571,000 | 19.04% |
| Trinity Wealth Management, LLC | 164,863 | $9,180,000 | 12.79% |
| PRUDENT INVESTORS NETWORK, INC. | 236,755 | $13,182,000 | 8.94% |
| Boston Standard Wealth Management, LLC | 308,220 | $17,162,000,000 | 7.75% |
| NYL Investors LLC | 648,700 | $35,793,000 | 7.64% |
| Certified Advisory Corp | 403,402 | $22,461,000 | 7.43% |
| DOHJ, LLC | 142,740 | $7,978,000 | 5.46% |
| Blueprint Investment Partners LLC | 148,645 | $8,277,000 | 5.27% |
| N.E.W. Advisory Services LLC | 283,191 | $15,768,000 | 4.91% |
| Allworth Financial LP | 2,728,296 | $151,912,000 | 4.68% |