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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $259,000 | -36.7% | 4,614 | -37.2% | 0.06% | -26.1% |
| Q3 2020 | $409,000 | -34.8% | 7,342 | -34.8% | 0.09% | -37.1% |
| Q2 2020 | $627,000 | -0.9% | 11,264 | -2.6% | 0.14% | -22.2% |
| Q1 2020 | $633,000 | -2.8% | 11,570 | -2.7% | 0.18% | +20.8% |
| Q4 2019 | $651,000 | -1.1% | 11,885 | +0.8% | 0.15% | -22.4% |
| Q3 2019 | $658,000 | +4.9% | 11,795 | +2.5% | 0.19% | +8.5% |
| Q2 2019 | $627,000 | – | 11,510 | – | 0.18% | – |
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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% |