ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 282 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,643,648 | -20.4% | 197,697 | -19.5% | 0.76% | -16.4% |
| Q2 2023 | $12,110,159 | -17.2% | 245,692 | -17.8% | 0.91% | -21.3% |
| Q1 2023 | $14,632,390 | -3.0% | 298,925 | -5.8% | 1.16% | -9.3% |
| Q4 2022 | $15,087,841 | +45.9% | 317,305 | +48.3% | 1.28% | +33.8% |
| Q3 2022 | $10,339,000 | -12.5% | 213,945 | -9.8% | 0.95% | -5.2% |
| Q2 2022 | $11,816,000 | -22.6% | 237,213 | -19.0% | 1.01% | -9.2% |
| Q1 2022 | $15,258,000 | +246.9% | 292,695 | +262.9% | 1.11% | +248.4% |
| Q4 2021 | $4,398,000 | – | 80,655 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT, LLC | 413,160 | $20,153,945 | 21.74% |
| Matson Money. Inc. | 8,558,512 | $417,484,215 | 15.10% |
| PRUDENT INVESTORS NETWORK, INC. | 317,331 | $15,479,382 | 7.25% |
| Boston Standard Wealth Management, LLC | 518,831 | $25,309,000 | 6.68% |
| Stewardship Advisors, LLC | 341,806 | $16,673,311 | 6.51% |
| N.E.W. Advisory Services LLC | 896,064 | $43,710,047 | 6.22% |
| SYON CAPITAL LLC | 990,313 | $48,307,468 | 6.01% |
| Compton Financial Group, LLC | 316,196 | $15,424,078 | 5.86% |
| PENOBSCOT WEALTH MANAGEMENT | 147,101 | $7,176 | 5.44% |
| Kooman & Associates | 212,287 | $10,355,360 | 5.24% |