ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,947,910 | -2.3% | 142,434 | -1.3% | 0.34% | +3.1% |
| Q2 2023 | $7,114,695 | -2.0% | 144,344 | -2.7% | 0.33% | -13.0% |
| Q1 2023 | $7,258,252 | +6.3% | 148,279 | +3.3% | 0.38% | +2.5% |
| Q4 2022 | $6,825,179 | +260.4% | 143,537 | +266.3% | 0.37% | +219.1% |
| Q3 2022 | $1,894,000 | +129.9% | 39,185 | +136.9% | 0.12% | +144.7% |
| Q2 2022 | $824,000 | +11.4% | 16,540 | +16.5% | 0.05% | +27.0% |
| Q1 2022 | $740,000 | -8.2% | 14,194 | -4.0% | 0.04% | -5.1% |
| Q4 2021 | $806,000 | -4.5% | 14,782 | -3.4% | 0.04% | -15.2% |
| Q2 2021 | $844,000 | +2.6% | 15,310 | +2.1% | 0.05% | -6.1% |
| Q1 2021 | $823,000 | +0.7% | 14,996 | +3.2% | 0.05% | -12.5% |
| Q4 2020 | $817,000 | +2.1% | 14,531 | +1.1% | 0.06% | +33.3% |
| Q3 2020 | $800,000 | – | 14,370 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 6,215,697 | $345,966,000 | 17.44% |
| PRUDENT INVESTORS NETWORK, INC. | 242,323 | $13,487,000 | 8.93% |
| Boston Standard Wealth Management, LLC | 315,449 | $17,558,000,000 | 7.40% |
| Blueprint Investment Partners LLC | 160,761 | $9,036,000 | 7.14% |
| NYL Investors LLC | 329,800 | $18,357,000 | 7.12% |
| DOHJ, LLC | 150,346 | $8,404,000 | 5.26% |
| N.E.W. Advisory Services LLC | 326,307 | $18,176,000 | 5.13% |
| Allworth Financial LP | 2,954,963 | $164,473,000 | 4.95% |
| MBE Wealth Management, LLC | 96,946 | $5,397,000 | 4.54% |
| First Ascent Asset Management, LLC | 118,275 | $6,583,000 | 3.57% |