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 | $1,181 | +4.3% | 24,217 | +5.5% | 0.00% | 0.0% |
Q2 2023 | $1,132 | +4.1% | 22,960 | +3.4% | 0.00% | 0.0% |
Q1 2023 | $1,087 | -12.6% | 22,212 | -15.0% | 0.00% | 0.0% |
Q4 2022 | $1,243 | -99.9% | 26,133 | -40.8% | 0.00% | -50.0% |
Q3 2022 | $2,201,000 | 0.0% | 44,180 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $2,201,000 | -17.9% | 44,180 | -14.1% | 0.01% | -11.1% |
Q1 2022 | $2,681,000 | -13.6% | 51,422 | -9.6% | 0.01% | -10.0% |
Q4 2021 | $3,103,000 | +155.6% | 56,906 | +157.9% | 0.01% | +150.0% |
Q3 2021 | $1,214,000 | +7.1% | 22,063 | +7.3% | 0.00% | 0.0% |
Q2 2021 | $1,133,000 | +44.9% | 20,568 | +44.3% | 0.00% | +33.3% |
Q1 2021 | $782,000 | +75.7% | 14,252 | +80.0% | 0.00% | +50.0% |
Q4 2020 | $445,000 | -1.8% | 7,917 | -2.7% | 0.00% | 0.0% |
Q3 2020 | $453,000 | -24.0% | 8,139 | -23.9% | 0.00% | -33.3% |
Q2 2020 | $596,000 | +52.0% | 10,696 | +49.1% | 0.00% | +50.0% |
Q1 2020 | $392,000 | – | 7,176 | – | 0.00% | – |
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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% |