ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 294 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,038,980 | -1.0% | 41,800 | +0.1% | 0.25% | +7.8% |
| Q2 2023 | $2,059,184 | -4.3% | 41,777 | -4.9% | 0.23% | -4.9% |
| Q1 2023 | $2,150,667 | +1.4% | 43,936 | -1.5% | 0.24% | +1.7% |
| Q4 2022 | $2,120,407 | -100.0% | 44,593 | -53.3% | 0.24% | -55.1% |
| Q3 2022 | $4,614,087,000 | -7.7% | 95,480 | -4.8% | 0.53% | -0.2% |
| Q2 2022 | $4,997,234,000 | +86582.3% | 100,326 | -9.3% | 0.53% | +3.1% |
| Q1 2022 | $5,765,000 | -32.5% | 110,584 | -29.4% | 0.52% | -17.4% |
| Q4 2021 | $8,544,000 | -34.2% | 156,687 | -33.6% | 0.63% | -36.9% |
| Q3 2021 | $12,990,000 | +2.7% | 236,092 | +2.9% | 0.99% | +5.4% |
| Q2 2021 | $12,644,000 | -1.6% | 229,477 | -2.0% | 0.94% | -5.7% |
| Q1 2021 | $12,850,000 | +52.7% | 234,241 | +56.4% | 1.00% | +7.9% |
| Q4 2020 | $8,417,000 | -4.4% | 149,748 | -5.3% | 0.92% | -3.4% |
| Q3 2020 | $8,804,000 | -7.4% | 158,174 | -7.4% | 0.96% | -7.5% |
| Q2 2020 | $9,510,000 | -13.2% | 170,799 | -13.1% | 1.04% | +7.0% |
| Q1 2020 | $10,951,000 | -10.0% | 196,502 | -11.5% | 0.97% | -9.7% |
| Q4 2019 | $12,164,000 | +177.0% | 222,020 | +182.0% | 1.07% | +180.6% |
| Q3 2019 | $4,392,000 | -6.5% | 78,731 | -8.7% | 0.38% | -2.8% |
| Q2 2019 | $4,696,000 | -4.6% | 86,203 | -6.3% | 0.39% | -0.5% |
| Q1 2019 | $4,920,000 | -38.8% | 91,999 | -40.3% | 0.40% | -36.8% |
| Q4 2018 | $8,039,000 | -15.7% | 153,976 | -15.5% | 0.62% | +4.5% |
| Q3 2018 | $9,535,000 | -1.3% | 182,212 | -0.6% | 0.60% | +2.7% |
| Q2 2018 | $9,656,000 | -1.3% | 183,263 | -1.3% | 0.58% | +16.6% |
| Q1 2018 | $9,779,000 | – | 185,658 | – | 0.50% | – |
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% |