ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 294 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $233 | +2.6% | 4,764 | 0.0% | 0.10% | -5.0% |
| Q4 2022 | $227 | -99.9% | 4,764 | -6.6% | 0.10% | -14.4% |
| Q3 2022 | $247,000 | -2.8% | 5,102 | 0.0% | 0.12% | +1.7% |
| Q2 2022 | $254,000 | +12.9% | 5,102 | +18.0% | 0.12% | +26.1% |
| Q1 2022 | $225,000 | +43.3% | 4,322 | +50.2% | 0.09% | +50.8% |
| Q4 2021 | $157,000 | -0.6% | 2,877 | +0.2% | 0.06% | -7.6% |
| Q3 2021 | $158,000 | +3.9% | 2,872 | +4.1% | 0.07% | 0.0% |
| Q2 2021 | $152,000 | – | 2,758 | – | 0.07% | – |
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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% |