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 | $1,755,397 | +58.3% | 35,986 | +60.0% | 0.14% | +32.4% |
| Q2 2023 | $1,108,779 | -35.2% | 22,495 | -35.7% | 0.10% | -6.4% |
| Q1 2023 | $1,711,733 | +11.6% | 34,969 | +8.4% | 0.11% | -28.8% |
| Q4 2022 | $1,533,440 | -94.2% | 32,249 | -25.4% | 0.15% | -85.1% |
| Q3 2022 | $26,573,000 | +4249.1% | 43,230 | +285.7% | 1.03% | +1534.9% |
| Q4 2021 | $611,000 | +5.0% | 11,207 | +5.6% | 0.06% | -14.9% |
| Q3 2021 | $582,000 | +7.6% | 10,608 | +8.1% | 0.07% | -2.6% |
| Q2 2021 | $541,000 | +5.7% | 9,811 | +5.0% | 0.08% | -13.6% |
| Q1 2021 | $512,000 | +8.2% | 9,346 | +11.0% | 0.09% | -9.3% |
| Q4 2020 | $473,000 | 0.0% | 8,421 | -0.9% | 0.10% | -13.4% |
| Q3 2020 | $473,000 | -15.1% | 8,501 | -15.0% | 0.11% | -22.8% |
| Q2 2020 | $557,000 | -24.5% | 10,006 | -25.9% | 0.14% | -42.2% |
| Q1 2020 | $738,000 | +2.4% | 13,511 | +2.6% | 0.25% | +33.5% |
| Q4 2019 | $721,000 | +43.1% | 13,172 | +45.7% | 0.19% | +29.7% |
| Q3 2019 | $504,000 | – | 9,040 | – | 0.14% | – |
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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% |