ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 293 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,177,538 | +4.2% | 639,147 | +5.3% | 0.05% | -14.8% |
| Q2 2023 | $29,908,762 | +7.4% | 606,889 | +6.7% | 0.05% | +3.8% |
| Q1 2023 | $27,839,144 | +2.0% | 568,723 | -0.9% | 0.05% | -5.5% |
| Q4 2022 | $27,290,040 | -7.0% | 573,922 | -5.5% | 0.06% | -17.9% |
| Q3 2022 | $29,348,000 | +0.5% | 607,319 | +3.6% | 0.07% | +4.7% |
| Q2 2022 | $29,208,000 | +428.9% | 586,298 | +380.1% | 0.06% | +481.8% |
| Q1 2022 | $5,522,000 | -45.7% | 122,127 | -34.5% | 0.01% | -42.1% |
| Q4 2021 | $10,166,000 | +53.0% | 186,549 | +54.5% | 0.02% | +35.7% |
| Q3 2021 | $6,646,000 | -11.5% | 120,708 | -11.4% | 0.01% | -12.5% |
| Q2 2021 | $7,507,000 | -6.1% | 136,213 | -6.4% | 0.02% | -15.8% |
| Q1 2021 | $7,994,000 | -15.0% | 145,601 | -12.9% | 0.02% | -24.0% |
| Q4 2020 | $9,402,000 | +39.8% | 167,228 | +38.4% | 0.02% | +25.0% |
| Q3 2020 | $6,725,000 | -4.8% | 120,822 | -4.8% | 0.02% | -16.7% |
| Q2 2020 | $7,067,000 | -36.9% | 126,936 | -45.8% | 0.02% | -47.8% |
| Q1 2020 | $11,198,000 | – | 234,073 | – | 0.05% | – |
Download | ||||||
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% |