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 | $4,256,982 | +1500.4% | 87,269 | +1608.8% | 0.21% | +1026.3% |
| Q1 2022 | $266,000 | -10.1% | 5,107 | -6.0% | 0.02% | -13.6% |
| Q4 2021 | $296,000 | -10.3% | 5,433 | -9.5% | 0.02% | -51.1% |
| Q3 2021 | $330,000 | -14.3% | 6,002 | -14.1% | 0.04% | -34.8% |
| Q2 2021 | $385,000 | -84.1% | 6,986 | -84.2% | 0.07% | -85.3% |
| Q1 2021 | $2,423,000 | +11.6% | 44,160 | +14.4% | 0.47% | -20.4% |
| Q4 2020 | $2,171,000 | -18.6% | 38,617 | -19.4% | 0.59% | -50.9% |
| Q3 2020 | $2,667,000 | +3.4% | 47,912 | +3.4% | 1.20% | -15.9% |
| Q2 2020 | $2,579,000 | +5.1% | 46,322 | +3.2% | 1.42% | -43.5% |
| Q1 2020 | $2,455,000 | +53.0% | 44,891 | +53.5% | 2.52% | +77.8% |
| Q4 2019 | $1,605,000 | +32.2% | 29,236 | +34.4% | 1.42% | +11.4% |
| Q3 2019 | $1,214,000 | +17.5% | 21,752 | +14.7% | 1.27% | +7.3% |
| Q2 2019 | $1,033,000 | +16.7% | 18,968 | +14.7% | 1.19% | +1.6% |
| Q1 2019 | $885,000 | -83.9% | 16,539 | -84.1% | 1.17% | -76.9% |
| Q4 2018 | $5,481,000 | – | 104,230 | – | 5.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT, LLC | 413,160 | $20,153,945 | 21.74% |
| Matson Money. Inc. | 8,558,512 | $417,484,215 | 15.10% |
| PRUDENT INVESTORS NETWORK, INC. | 317,331 | $15,479,382 | 7.25% |
| Boston Standard Wealth Management, LLC | 518,831 | $25,309,000 | 6.68% |
| Stewardship Advisors, LLC | 341,806 | $16,673,311 | 6.51% |
| N.E.W. Advisory Services LLC | 896,064 | $43,710,047 | 6.22% |
| SYON CAPITAL LLC | 990,313 | $48,307,468 | 6.01% |
| Compton Financial Group, LLC | 316,196 | $15,424,078 | 5.86% |
| PENOBSCOT WEALTH MANAGEMENT | 147,101 | $7,176 | 5.44% |
| Kooman & Associates | 212,287 | $10,355,360 | 5.24% |