ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 282 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $269,340 | +2.4% | 5,522 | +3.5% | 0.07% | +11.1% |
| Q2 2023 | $263,037 | -2.1% | 5,337 | -2.8% | 0.06% | -8.7% |
| Q1 2023 | $268,663 | +6.3% | 5,489 | +3.2% | 0.07% | -2.8% |
| Q4 2022 | $252,801 | -5.9% | 5,317 | -4.4% | 0.07% | -17.4% |
| Q3 2022 | $268,711 | -4.4% | 5,560 | -1.5% | 0.09% | -2.3% |
| Q2 2022 | $281,000 | -32.9% | 5,647 | -29.7% | 0.09% | -19.3% |
| Q1 2022 | $419,000 | +11.4% | 8,029 | +16.5% | 0.11% | +13.5% |
| Q4 2021 | $376,000 | +25.3% | 6,889 | +26.3% | 0.10% | +6.7% |
| Q3 2021 | $300,000 | +33.9% | 5,455 | +33.9% | 0.09% | +38.5% |
| Q2 2021 | $224,000 | – | 4,073 | – | 0.06% | – |
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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% |