ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 295 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,225,015 | +1.5% | 44,679 | -0.5% | 0.86% | -6.7% |
| Q3 2023 | $2,191,489 | +1.0% | 44,926 | +2.0% | 0.92% | +3.8% |
| Q2 2023 | $2,170,336 | +0.9% | 44,032 | +0.2% | 0.89% | -6.5% |
| Q1 2023 | $2,151,157 | +3.0% | 43,946 | +0.1% | 0.95% | -3.7% |
| Q4 2022 | $2,088,087 | +14.9% | 43,913 | +16.7% | 0.99% | +7.2% |
| Q3 2022 | $1,818,000 | +18.6% | 37,614 | +22.2% | 0.92% | +25.5% |
| Q2 2022 | $1,533,000 | – | 30,778 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 7,718,666 | $424,698,000 | 16.41% |
| Boston Standard Wealth Management, LLC | 458,517 | $25,228,000,000 | 7.54% |
| Trinity Wealth Management, LLC | 179,207 | $9,860,000 | 7.46% |
| PRUDENT INVESTORS NETWORK, INC. | 270,805 | $14,900,000 | 7.46% |
| Certified Advisory Corp | 544,090 | $29,936,000 | 7.27% |
| N.E.W. Advisory Services LLC | 685,122 | $37,695,000 | 6.14% |
| Compton Financial Group, LLC | 239,934 | $13,201,000 | 5.63% |
| AMARILLO NATIONAL BANK | 416,547 | $22,918,000 | 4.76% |
| Brown Financial Advisory | 88,114 | $4,848,000 | 3.99% |
| DOHJ, LLC | 147,641 | $8,101,000 | 3.84% |