ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 295 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,479,382 | -1.4% | 317,331 | -0.4% | 7.25% | -2.1% |
| Q2 2023 | $15,699,185 | -1.0% | 318,507 | -1.7% | 7.40% | -1.6% |
| Q1 2023 | $15,854,734 | +20.5% | 323,897 | +17.1% | 7.52% | +21.0% |
| Q4 2022 | $13,155,017 | +2.8% | 276,657 | +4.5% | 6.21% | -8.2% |
| Q3 2022 | $12,796,000 | -2.5% | 264,793 | +0.5% | 6.77% | -0.7% |
| Q2 2022 | $13,127,000 | -19.5% | 263,534 | -15.7% | 6.82% | -9.9% |
| Q1 2022 | $16,306,000 | -42.8% | 312,797 | -40.2% | 7.57% | -43.6% |
| Q4 2021 | $28,522,000 | +91.4% | 523,057 | +93.1% | 13.44% | +80.2% |
| Q3 2021 | $14,900,000 | +2.3% | 270,805 | +2.5% | 7.46% | +1.0% |
| Q2 2021 | $14,561,000 | +2.8% | 264,265 | +2.3% | 7.38% | -7.7% |
| Q1 2021 | $14,169,000 | +3.3% | 258,269 | +5.8% | 8.00% | -4.0% |
| Q4 2020 | $13,722,000 | +1.7% | 244,122 | +0.7% | 8.33% | -6.7% |
| Q3 2020 | $13,487,000 | +2.3% | 242,323 | +2.4% | 8.93% | -0.1% |
| Q2 2020 | $13,182,000 | +39.7% | 236,755 | +37.3% | 8.94% | +23.7% |
| Q1 2020 | $9,433,000 | -7.8% | 172,488 | -7.6% | 7.23% | -20.3% |
| Q4 2019 | $10,228,000 | – | 186,686 | – | 9.08% | – |
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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% |