ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 306 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $715,405 | -4.5% | 14,665 | -3.5% | 0.02% | -11.8% |
| Q2 2023 | $749,156 | +15.2% | 15,198 | +14.4% | 0.02% | 0.0% |
| Q1 2023 | $650,536 | -21.3% | 13,289 | -23.5% | 0.02% | -19.0% |
| Q4 2022 | $826,349 | -4.0% | 17,378 | -2.5% | 0.02% | -12.5% |
| Q3 2022 | $861,000 | -12.2% | 17,820 | -9.5% | 0.02% | -4.0% |
| Q2 2022 | $981,000 | -10.8% | 19,699 | -6.6% | 0.02% | 0.0% |
| Q1 2022 | $1,100,000 | -5.4% | 21,097 | -1.1% | 0.02% | -3.8% |
| Q4 2021 | $1,163,000 | -1.9% | 21,321 | -1.1% | 0.03% | -13.3% |
| Q3 2021 | $1,186,000 | -4.4% | 21,560 | -4.3% | 0.03% | -3.2% |
| Q2 2021 | $1,241,000 | +20.5% | 22,525 | +19.9% | 0.03% | +6.9% |
| Q1 2021 | $1,030,000 | +9.2% | 18,780 | +12.0% | 0.03% | +3.6% |
| Q4 2020 | $943,000 | +9.9% | 16,773 | +8.8% | 0.03% | 0.0% |
| Q3 2020 | $858,000 | +21.4% | 15,413 | +21.3% | 0.03% | +12.0% |
| Q2 2020 | $707,000 | +5.1% | 12,705 | +3.2% | 0.02% | -19.4% |
| Q1 2020 | $673,000 | +6.3% | 12,310 | +6.5% | 0.03% | +24.0% |
| Q4 2019 | $633,000 | +69.3% | 11,556 | +72.5% | 0.02% | +56.2% |
| Q3 2019 | $374,000 | +633.3% | 6,700 | +590.0% | 0.02% | +700.0% |
| Q3 2018 | $51,000 | +82.1% | 971 | +85.7% | 0.00% | +100.0% |
| Q1 2018 | $28,000 | +460.0% | 523 | +481.1% | 0.00% | – |
| Q4 2017 | $5,000 | – | 90 | – | 0.00% | – |
Download | ||||||
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% |