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 | $1,520,987 | -4.0% | 31,181 | -3.6% | 0.53% | -12.7% |
| Q1 2023 | $1,583,742 | +1.9% | 32,354 | -1.0% | 0.60% | -9.6% |
| Q4 2022 | $1,554,108 | +19.2% | 32,684 | +21.1% | 0.67% | -6.6% |
| Q3 2022 | $1,304,000 | +8.1% | 26,989 | +11.9% | 0.72% | +7.8% |
| Q2 2022 | $1,206,000 | +3.3% | 24,122 | +7.7% | 0.66% | -21.0% |
| Q1 2022 | $1,168,000 | -2.3% | 22,397 | +2.2% | 0.84% | +35.4% |
| Q4 2021 | $1,196,000 | +4.1% | 21,925 | +4.8% | 0.62% | -1.7% |
| Q3 2021 | $1,149,000 | +15.5% | 20,920 | +15.3% | 0.63% | -28.7% |
| Q1 2021 | $995,000 | +19.9% | 18,138 | +22.9% | 0.89% | +107.7% |
| Q4 2020 | $830,000 | +81.6% | 14,761 | +79.8% | 0.43% | -14.9% |
| Q3 2020 | $457,000 | – | 8,209 | – | 0.50% | – |
Download | ||||||
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% |