ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 293 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,469 | -16.9% | 4,128 | -17.5% | 0.05% | -14.5% |
| Q1 2023 | $244,848 | +2.8% | 5,002 | -0.1% | 0.06% | -69.1% |
| Q4 2022 | $238,083 | -1.6% | 5,007 | -0.1% | 0.18% | -21.9% |
| Q3 2022 | $242,000 | -3.2% | 5,011 | -0.1% | 0.23% | +21.3% |
| Q2 2022 | $250,000 | -31.9% | 5,017 | -28.7% | 0.19% | -7.8% |
| Q1 2022 | $367,000 | -5.9% | 7,041 | -1.7% | 0.20% | +179.5% |
| Q4 2021 | $390,000 | +2.9% | 7,160 | +3.9% | 0.07% | -64.0% |
| Q3 2021 | $379,000 | -12.9% | 6,894 | -12.8% | 0.20% | -12.5% |
| Q2 2021 | $435,000 | +0.7% | 7,902 | +0.4% | 0.23% | +8.9% |
| Q1 2021 | $432,000 | -74.6% | 7,870 | -74.0% | 0.21% | -79.6% |
| Q4 2020 | $1,702,000 | -39.4% | 30,272 | -40.0% | 1.04% | -61.1% |
| Q3 2020 | $2,808,000 | +3.6% | 50,449 | +3.6% | 2.68% | -3.7% |
| Q2 2020 | $2,711,000 | +2.5% | 48,684 | +0.6% | 2.78% | -19.3% |
| Q1 2020 | $2,646,000 | +73.1% | 48,381 | +73.3% | 3.45% | +127.6% |
| Q4 2019 | $1,529,000 | – | 27,915 | – | 1.52% | – |
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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% |