ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 306 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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. | 6,215,697 | $345,966,000 | 17.44% |
| PRUDENT INVESTORS NETWORK, INC. | 242,323 | $13,487,000 | 8.93% |
| Boston Standard Wealth Management, LLC | 315,449 | $17,558,000,000 | 7.40% |
| Blueprint Investment Partners LLC | 160,761 | $9,036,000 | 7.14% |
| NYL Investors LLC | 329,800 | $18,357,000 | 7.12% |
| DOHJ, LLC | 150,346 | $8,404,000 | 5.26% |
| N.E.W. Advisory Services LLC | 326,307 | $18,176,000 | 5.13% |
| Allworth Financial LP | 2,954,963 | $164,473,000 | 4.95% |
| MBE Wealth Management, LLC | 96,946 | $5,397,000 | 4.54% |
| First Ascent Asset Management, LLC | 118,275 | $6,583,000 | 3.57% |