ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 294 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $966,246 | +93.9% | 19,808 | +102.3% | 0.04% | +290.9% |
| Q2 2023 | $498,215 | +103.9% | 9,790 | +110.4% | 0.01% | 0.0% |
| Q1 2023 | $244,288 | +85916.9% | 4,654 | -8.0% | 0.01% | +37.5% |
| Q4 2022 | $284 | -99.4% | 5,061 | +421.2% | 0.01% | +700.0% |
| Q3 2022 | $51,000 | 0.0% | 971 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $51,000 | -46.9% | 971 | -47.1% | 0.00% | +100.0% |
| Q1 2022 | $96,000 | +104.3% | 1,834 | +112.5% | 0.00% | 0.0% |
| Q4 2021 | $47,000 | +291.7% | 863 | +283.6% | 0.00% | – |
| Q3 2021 | $12,000 | -42.9% | 225 | -43.3% | 0.00% | – |
| Q2 2021 | $21,000 | -69.1% | 397 | -68.2% | 0.00% | -100.0% |
| Q1 2021 | $68,000 | -30.6% | 1,250 | -27.8% | 0.00% | -75.0% |
| Q4 2020 | $98,000 | -15.5% | 1,732 | -17.9% | 0.00% | -42.9% |
| Q3 2020 | $116,000 | +56.8% | 2,110 | +57.1% | 0.01% | +16.7% |
| Q2 2020 | $74,000 | -32.7% | 1,343 | -33.1% | 0.01% | -45.5% |
| Q1 2020 | $110,000 | -20.3% | 2,008 | -22.5% | 0.01% | +10.0% |
| Q4 2019 | $138,000 | -22.9% | 2,590 | -20.3% | 0.01% | -16.7% |
| Q3 2019 | $179,000 | +752.4% | 3,248 | +718.1% | 0.01% | +300.0% |
| Q1 2019 | $21,000 | -34.4% | 397 | -36.2% | 0.00% | +50.0% |
| Q4 2018 | $32,000 | -86.3% | 622 | -86.1% | 0.00% | -80.0% |
| Q3 2018 | $234,000 | +25.8% | 4,482 | +27.3% | 0.01% | +25.0% |
| Q2 2018 | $186,000 | +2225.0% | 3,522 | +2143.3% | 0.01% | – |
| Q1 2018 | $8,000 | 0.0% | 157 | 0.0% | 0.00% | – |
| Q4 2017 | $8,000 | 0.0% | 157 | -4.3% | 0.00% | – |
| Q3 2017 | $8,000 | 0.0% | 164 | 0.0% | 0.00% | – |
| Q2 2017 | $8,000 | 0.0% | 164 | 0.0% | 0.00% | – |
| Q1 2017 | $8,000 | -11.1% | 164 | 0.0% | 0.00% | – |
| Q4 2016 | $9,000 | +28.6% | 164 | +22.4% | 0.00% | – |
| Q3 2016 | $7,000 | -66.7% | 134 | -66.2% | 0.00% | -100.0% |
| Q1 2016 | $21,000 | – | 397 | – | 0.00% | – |
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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% |