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 | $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% | – |
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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% |