ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 311 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,889 | -7.2% | 4,262 | -6.2% | 0.03% | -3.7% |
| Q2 2023 | $224,012 | -4.9% | 4,545 | -5.5% | 0.03% | -20.6% |
| Q1 2023 | $235,487 | -5.7% | 4,811 | -8.4% | 0.03% | -2.9% |
| Q4 2022 | $249,756 | +6.7% | 5,252 | +8.2% | 0.04% | -16.7% |
| Q3 2022 | $234,000 | -6.0% | 4,854 | -3.1% | 0.04% | -2.3% |
| Q2 2022 | $249,000 | -27.8% | 5,010 | -24.4% | 0.04% | -4.4% |
| Q1 2022 | $345,000 | -15.4% | 6,626 | -11.5% | 0.04% | -6.2% |
| Q4 2021 | $408,000 | -0.5% | 7,485 | +0.2% | 0.05% | -14.3% |
| Q3 2021 | $410,000 | -2.8% | 7,468 | -2.5% | 0.06% | -5.1% |
| Q2 2021 | $422,000 | -5.8% | 7,657 | -6.3% | 0.06% | -20.3% |
| Q1 2021 | $448,000 | -1.3% | 8,173 | +1.2% | 0.07% | -8.6% |
| Q4 2020 | $454,000 | -10.3% | 8,078 | -11.0% | 0.08% | -30.2% |
| Q3 2020 | $506,000 | +10.7% | 9,077 | +10.5% | 0.12% | +5.5% |
| Q2 2020 | $457,000 | +5.5% | 8,218 | +3.8% | 0.11% | -28.6% |
| Q1 2020 | $433,000 | -3.6% | 7,919 | -3.6% | 0.15% | +28.3% |
| Q4 2019 | $449,000 | +4.2% | 8,212 | +6.3% | 0.12% | -11.1% |
| Q3 2019 | $431,000 | +39.9% | 7,727 | +36.2% | 0.14% | +35.0% |
| Q2 2019 | $308,000 | +46.7% | 5,675 | +44.0% | 0.10% | +42.9% |
| Q1 2019 | $210,000 | – | 3,940 | – | 0.07% | – |
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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% |