ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 256 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342,235 | +7.1% | 7,016 | +8.2% | 0.07% | +14.5% |
| Q2 2023 | $319,542 | +1.6% | 6,483 | +0.9% | 0.06% | -3.1% |
| Q1 2023 | $314,525 | +2.3% | 6,425 | -0.6% | 0.06% | -4.5% |
| Q4 2022 | $307,432 | +45.7% | 6,465 | +52.5% | 0.07% | +34.0% |
| Q3 2022 | $211,000 | -22.4% | 4,238 | -22.5% | 0.05% | -18.0% |
| Q2 2022 | $272,000 | +34.0% | 5,465 | +40.5% | 0.06% | +48.8% |
| Q1 2022 | $203,000 | -1.0% | 3,889 | +3.6% | 0.04% | +17.1% |
| Q4 2021 | $205,000 | +35.8% | 3,755 | +36.9% | 0.04% | +25.0% |
| Q3 2021 | $151,000 | +15.3% | 2,742 | +15.1% | 0.03% | +21.7% |
| Q2 2021 | $131,000 | +3.1% | 2,382 | +3.1% | 0.02% | -8.0% |
| Q1 2021 | $127,000 | +2.4% | 2,311 | +5.1% | 0.02% | -3.8% |
| Q4 2020 | $124,000 | +22.8% | 2,198 | +21.5% | 0.03% | +4.0% |
| Q3 2020 | $101,000 | – | 1,809 | – | 0.02% | – |
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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% |