ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 310 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $69,283 | +15.4% | 1,387,874 | +15.5% | 0.18% | +11.2% |
| Q1 2024 | $60,040 | +3572.2% | 1,202,011 | +3562.2% | 0.16% | +3120.0% |
| Q4 2023 | $1,635 | +38.4% | 32,822 | +35.5% | 0.01% | +25.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 7,225,511 | $396,397,000 | 20.53% |
| Trinity Wealth Management, LLC | 145,904 | $7,979,000 | 10.45% |
| Boston Standard Wealth Management, LLC | 304,562 | $16,586,000,000 | 9.01% |
| NYL Investors LLC | 329,900 | $18,042,000 | 8.01% |
| Certified Advisory Corp | 343,377 | $18,779,000 | 7.42% |
| PRUDENT INVESTORS NETWORK, INC. | 172,488 | $9,433,000 | 7.23% |
| DOHJ, LLC | 118,661 | $6,490,000 | 6.30% |
| LEGG MASON, INC. | 1,033 | $57,000 | 5.94% |
| MBE Wealth Management, LLC | 93,993 | $5,140,000 | 4.90% |
| Allworth Financial LP | 2,551,349 | $139,533,000 | 4.64% |