ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 256 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,246,758 | -4.5% | 230,561 | -3.5% | 2.11% | -0.8% |
| Q2 2023 | $11,779,138 | +4.9% | 238,976 | +4.1% | 2.13% | +2.5% |
| Q1 2023 | $11,233,521 | +6.5% | 229,490 | +3.5% | 2.08% | -1.0% |
| Q4 2022 | $10,544,134 | +3.4% | 221,748 | +4.5% | 2.10% | -2.5% |
| Q3 2022 | $10,197,000 | -0.9% | 212,274 | +4.0% | 2.16% | -7.7% |
| Q2 2022 | $10,291,000 | +4016.4% | 204,106 | +4161.1% | 2.34% | +4307.5% |
| Q1 2022 | $250,000 | -2.0% | 4,790 | +2.6% | 0.05% | -11.7% |
| Q4 2021 | $255,000 | -7.3% | 4,668 | -6.7% | 0.06% | -10.4% |
| Q3 2021 | $275,000 | -0.4% | 5,004 | 0.0% | 0.07% | -5.6% |
| Q2 2021 | $276,000 | +3.4% | 5,004 | +2.9% | 0.07% | -10.1% |
| Q1 2021 | $267,000 | -4.0% | 4,865 | -1.5% | 0.08% | -12.2% |
| Q4 2020 | $278,000 | -25.1% | 4,938 | -25.8% | 0.09% | -19.6% |
| Q3 2020 | $371,000 | -0.5% | 6,658 | -0.7% | 0.11% | -10.4% |
| Q2 2020 | $373,000 | – | 6,704 | – | 0.12% | – |
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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% |