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 | $323,229 | -2.4% | 6,475 | -2.4% | 0.00% | 0.0% |
Q1 2024 | $331,319 | -4.0% | 6,633 | -4.3% | 0.00% | -33.3% |
Q4 2023 | $345,164 | +11.9% | 6,931 | +9.7% | 0.00% | 0.0% |
Q3 2023 | $308,350 | -4.4% | 6,321 | -3.4% | 0.00% | 0.0% |
Q2 2023 | $322,406 | +15.8% | 6,541 | +15.0% | 0.00% | 0.0% |
Q1 2023 | $278,495 | -3.6% | 5,689 | -4.9% | 0.00% | 0.0% |
Q3 2022 | $289,000 | -0.7% | 5,985 | +2.4% | 0.00% | 0.0% |
Q2 2022 | $291,000 | +0.3% | 5,846 | +4.9% | 0.00% | +50.0% |
Q1 2022 | $290,000 | -24.3% | 5,572 | -20.6% | 0.00% | -33.3% |
Q4 2021 | $383,000 | +3.5% | 7,018 | +4.4% | 0.00% | +50.0% |
Q3 2021 | $370,000 | +1.4% | 6,720 | +1.6% | 0.00% | -33.3% |
Q2 2021 | $365,000 | -4.9% | 6,617 | -5.6% | 0.00% | -25.0% |
Q1 2021 | $384,000 | -11.9% | 7,009 | -49.1% | 0.00% | -20.0% |
Q4 2020 | $436,000 | -9.0% | 13,761 | +59.9% | 0.01% | -16.7% |
Q3 2020 | $479,000 | -9.3% | 8,606 | -9.2% | 0.01% | -14.3% |
Q2 2020 | $528,000 | -38.3% | 9,478 | -39.5% | 0.01% | -56.2% |
Q1 2020 | $856,000 | +15.1% | 15,657 | +15.3% | 0.02% | +33.3% |
Q4 2019 | $744,000 | +19.4% | 13,577 | +21.6% | 0.01% | +20.0% |
Q3 2019 | $623,000 | +6.1% | 11,164 | +3.6% | 0.01% | -9.1% |
Q2 2019 | $587,000 | +4.6% | 10,778 | +2.8% | 0.01% | 0.0% |
Q1 2019 | $561,000 | +3.1% | 10,489 | +0.6% | 0.01% | -15.4% |
Q4 2018 | $544,000 | -0.5% | 10,428 | -0.3% | 0.01% | +18.2% |
Q3 2018 | $547,000 | +59.5% | 10,462 | +60.4% | 0.01% | -15.4% |
Q1 2018 | $343,000 | -10.4% | 6,521 | -11.1% | 0.01% | -18.8% |
Q4 2017 | $383,000 | -53.8% | 7,335 | -54.2% | 0.02% | -20.0% |
Q3 2017 | $829,000 | +9.9% | 16,026 | +9.6% | 0.02% | 0.0% |
Q2 2017 | $754,000 | +23.8% | 14,617 | +24.7% | 0.02% | +17.6% |
Q1 2017 | $609,000 | – | 11,725 | – | 0.02% | – |
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% |