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 | $4,941 | -1.0% | 101 | 0.0% | 0.00% | – |
| Q2 2023 | $4,993 | +25.5% | 101 | +24.7% | 0.00% | – |
| Q1 2023 | $3,980 | +22.5% | 81 | +19.1% | 0.00% | – |
| Q4 2022 | $3,248 | -35.0% | 68 | -37.6% | 0.00% | – |
| Q2 2022 | $5,000 | -72.2% | 109 | -70.0% | 0.00% | -100.0% |
| Q1 2022 | $18,000 | +200.0% | 363 | +202.5% | 0.00% | – |
| Q4 2021 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | -100.0% | 120 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $28,880,000 | +481233.3% | 526,631 | +4.3% | 0.81% | – |
| Q4 2020 | $6,000 | +20.0% | 504,697 | +489897.1% | 0.00% | – |
| Q3 2020 | $5,000 | 0.0% | 103 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | 0.0% | 103 | 0.0% | 0.00% | – |
| Q1 2020 | $5,000 | 0.0% | 103 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | -75.0% | 103 | -72.5% | 0.00% | -100.0% |
| Q3 2019 | $20,000 | -20.0% | 375 | -18.8% | 0.00% | -50.0% |
| Q2 2019 | $25,000 | -43.2% | 462 | -44.0% | 0.00% | -33.3% |
| Q1 2019 | $44,000 | +2.3% | 825 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $43,000 | 0.0% | 825 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $43,000 | +4.9% | 825 | +3.9% | 0.00% | 0.0% |
| Q2 2018 | $41,000 | 0.0% | 794 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $41,000 | +13.9% | 794 | +12.8% | 0.00% | +33.3% |
| Q4 2017 | $36,000 | 0.0% | 704 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $36,000 | 0.0% | 704 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $36,000 | +5.9% | 704 | +4.8% | 0.00% | 0.0% |
| Q1 2017 | $34,000 | – | 672 | – | 0.00% | – |
Download | ||||||
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% |