ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 299 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 2024 | $295,144 | -6.4% | 5,912 | -6.4% | 0.13% | -14.1% |
| Q1 2024 | $315,468 | +68.1% | 6,316 | +65.9% | 0.15% | +88.6% |
| Q2 2023 | $187,620 | +60.5% | 3,806 | +59.4% | 0.08% | +31.7% |
| Q1 2023 | $116,862 | -14.5% | 2,387 | -16.9% | 0.06% | -22.1% |
| Q4 2022 | $136,670 | -46.8% | 2,874 | -45.9% | 0.08% | -51.6% |
| Q3 2022 | $257,000 | -14.0% | 5,317 | -10.6% | 0.16% | -11.7% |
| Q2 2022 | $299,000 | +3637.5% | 5,949 | +3788.2% | 0.18% | +3500.0% |
| Q1 2022 | $8,000 | 0.0% | 153 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $8,000 | -38.5% | 153 | -33.8% | 0.01% | -44.4% |
| Q2 2021 | $13,000 | 0.0% | 231 | 0.0% | 0.01% | -18.2% |
| Q1 2021 | $13,000 | -38.1% | 231 | -39.5% | 0.01% | -35.3% |
| Q4 2020 | $21,000 | +320.0% | 382 | +293.8% | 0.02% | +240.0% |
| Q3 2020 | $5,000 | – | 97 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT, LLC | 451,985 | $22,563,091 | 20.99% |
| Matson Money. Inc. | 8,527,040 | $425,669,837 | 14.16% |
| DORVAL Corp | 382,783 | $18,986,059 | 8.37% |
| Boston Standard Wealth Management, LLC | 594,562 | $29,680,000 | 6.52% |
| Trinity Wealth Management, LLC | 254,977 | $12,728,435 | 6.35% |
| Forum Private Client Group LLC | 256,156 | $12,787,304 | 6.08% |
| Financial Gravity Asset Management, Inc. | 488,070 | $24,151,326 | 6.03% |
| PRUDENT INVESTORS NETWORK, INC. | 300,865 | $15,019,198 | 5.43% |
| SYON CAPITAL LLC | 1,171,499 | $58,481,241 | 5.38% |
| Compton Financial Group, LLC | 329,671 | $16,457,176 | 5.34% |