ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 293 filers reported holding ISHARES TR in Q3 2023. 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% | – |
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% |