ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 283 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,043,837 | -2.9% | 41,901 | -1.8% | 1.10% | -19.6% |
| Q2 2023 | $2,103,889 | +4.3% | 42,686 | +3.5% | 1.36% | -0.9% |
| Q1 2023 | $2,018,076 | +3.4% | 41,229 | +0.5% | 1.38% | +18.5% |
| Q4 2022 | $1,951,228 | +0.8% | 41,037 | +2.5% | 1.16% | +9.4% |
| Q3 2022 | $1,935,000 | +0.9% | 40,036 | +4.0% | 1.06% | +8.0% |
| Q2 2022 | $1,917,000 | -11.6% | 38,480 | -8.0% | 0.98% | +10.4% |
| Q1 2022 | $2,169,000 | +19.3% | 41,826 | +25.5% | 0.89% | +20.3% |
| Q4 2021 | $1,818,000 | – | 33,337 | – | 0.74% | – |
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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% |