ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 321 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $480,664 | -4.9% | 9,629 | -4.8% | 0.16% | -9.0% |
Q1 2024 | $505,297 | +2.0% | 10,116 | +1.7% | 0.18% | -10.2% |
Q4 2023 | $495,214 | -10.5% | 9,944 | -12.3% | 0.20% | -20.9% |
Q3 2023 | $553,399 | -4.1% | 11,345 | -3.1% | 0.25% | -1.6% |
Q2 2023 | $577,077 | +0.6% | 11,708 | -0.1% | 0.25% | -9.6% |
Q1 2023 | $573,391 | -23.0% | 11,714 | -14.2% | 0.28% | -22.7% |
Q4 2021 | $745,000 | -6.1% | 13,659 | -5.4% | 0.36% | -14.0% |
Q3 2021 | $793,000 | -5.5% | 14,434 | -5.2% | 0.42% | -3.7% |
Q2 2021 | $839,000 | +163.0% | 15,222 | +160.7% | 0.44% | +38.7% |
Q1 2021 | $319,000 | -48.0% | 5,839 | -46.5% | 0.32% | -16.7% |
Q4 2020 | $613,000 | +1.0% | 10,904 | -0.0% | 0.38% | -11.5% |
Q3 2020 | $607,000 | +17.6% | 10,909 | +17.8% | 0.43% | +5.2% |
Q2 2020 | $516,000 | +61.8% | 9,261 | +58.6% | 0.41% | +28.9% |
Q1 2020 | $319,000 | +35.7% | 5,839 | +36.3% | 0.32% | +64.1% |
Q4 2019 | $235,000 | +10.8% | 4,283 | +12.5% | 0.19% | +1.1% |
Q3 2019 | $212,000 | +26.2% | 3,808 | +19.7% | 0.19% | +26.7% |
Q2 2018 | $168,000 | -2.9% | 3,180 | -3.3% | 0.15% | -3.8% |
Q1 2018 | $173,000 | +40.7% | 3,289 | +39.6% | 0.16% | +39.3% |
Q4 2017 | $123,000 | – | 2,356 | – | 0.11% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Matson Money. Inc. | 7,225,511 | $396,397,000 | 20.53% |
Trinity Wealth Management, LLC | 145,904 | $7,979,000 | 10.45% |
Boston Standard Wealth Management, LLC | 304,562 | $16,586,000,000 | 9.01% |
NYL Investors LLC | 329,900 | $18,042,000 | 8.01% |
Certified Advisory Corp | 343,377 | $18,779,000 | 7.42% |
PRUDENT INVESTORS NETWORK, INC. | 172,488 | $9,433,000 | 7.23% |
DOHJ, LLC | 118,661 | $6,490,000 | 6.30% |
LEGG MASON, INC. | 1,033 | $57,000 | 5.94% |
MBE Wealth Management, LLC | 93,993 | $5,140,000 | 4.90% |
Allworth Financial LP | 2,551,349 | $139,533,000 | 4.64% |