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 | $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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Matson Money. Inc. | 6,260,247 | $348,571,000 | 19.04% |
Trinity Wealth Management, LLC | 164,863 | $9,180,000 | 12.79% |
PRUDENT INVESTORS NETWORK, INC. | 236,755 | $13,182,000 | 8.94% |
Boston Standard Wealth Management, LLC | 308,220 | $17,162,000,000 | 7.75% |
NYL Investors LLC | 648,700 | $35,793,000 | 7.64% |
Certified Advisory Corp | 403,402 | $22,461,000 | 7.43% |
DOHJ, LLC | 142,740 | $7,978,000 | 5.46% |
Blueprint Investment Partners LLC | 148,645 | $8,277,000 | 5.27% |
N.E.W. Advisory Services LLC | 283,191 | $15,768,000 | 4.91% |
Allworth Financial LP | 2,728,296 | $151,912,000 | 4.68% |