ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 321 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $15,295,099 | +7.9% | 306,392 | +7.9% | 0.04% | +8.1% |
Q1 2024 | $14,178,883 | +8.4% | 283,975 | +8.1% | 0.04% | -14.0% |
Q4 2023 | $13,077,988 | +25.6% | 262,610 | +23.0% | 0.04% | -15.7% |
Q3 2023 | $10,415,744 | +27.2% | 213,525 | +28.5% | 0.05% | +59.4% |
Q2 2023 | $8,187,883 | – | 166,117 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Matson Money. Inc. | 7,225,511 | $396,397,000 | 20.53% |
Trinity Wealth Management, LLC | 145,904 | $7,979,000 | 10.45% |
Boston Standard Wealth Management, LLC | 304,562 | $16,586,000,000 | 9.01% |
NYL Investors LLC | 329,900 | $18,042,000 | 8.01% |
Certified Advisory Corp | 343,377 | $18,779,000 | 7.42% |
PRUDENT INVESTORS NETWORK, INC. | 172,488 | $9,433,000 | 7.23% |
DOHJ, LLC | 118,661 | $6,490,000 | 6.30% |
LEGG MASON, INC. | 1,033 | $57,000 | 5.94% |
MBE Wealth Management, LLC | 93,993 | $5,140,000 | 4.90% |
Allworth Financial LP | 2,551,349 | $139,533,000 | 4.64% |