ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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. | 6,215,697 | $345,966,000 | 17.44% |
| PRUDENT INVESTORS NETWORK, INC. | 242,323 | $13,487,000 | 8.93% |
| Boston Standard Wealth Management, LLC | 315,449 | $17,558,000,000 | 7.40% |
| Blueprint Investment Partners LLC | 160,761 | $9,036,000 | 7.14% |
| NYL Investors LLC | 329,800 | $18,357,000 | 7.12% |
| DOHJ, LLC | 150,346 | $8,404,000 | 5.26% |
| N.E.W. Advisory Services LLC | 326,307 | $18,176,000 | 5.13% |
| Allworth Financial LP | 2,954,963 | $164,473,000 | 4.95% |
| MBE Wealth Management, LLC | 96,946 | $5,397,000 | 4.54% |
| First Ascent Asset Management, LLC | 118,275 | $6,583,000 | 3.57% |