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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $592,000 | -69.2% | 11,361 | -67.8% | 0.49% | -58.6% |
| Q4 2021 | $1,923,000 | +61.7% | 35,256 | +63.2% | 1.19% | +60.7% |
| Q3 2021 | $1,189,000 | +45.5% | 21,605 | +45.7% | 0.74% | +48.0% |
| Q2 2021 | $817,000 | -62.2% | 14,832 | -62.4% | 0.50% | -63.6% |
| Q1 2021 | $2,163,000 | -24.8% | 39,421 | -22.9% | 1.38% | -28.1% |
| Q4 2020 | $2,875,000 | +4.4% | 51,146 | +3.4% | 1.92% | +0.9% |
| Q3 2020 | $2,754,000 | +1.6% | 49,487 | +1.7% | 1.90% | +1.8% |
| Q2 2020 | $2,710,000 | – | 48,666 | – | 1.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 7,492,279 | $412,825,000 | 16.28% |
| Trinity Wealth Management, LLC | 194,011 | $10,690,000 | 8.36% |
| PRUDENT INVESTORS NETWORK, INC. | 264,265 | $14,561,000 | 7.38% |
| Boston Standard Wealth Management, LLC | 438,900 | $24,183,000,000 | 7.32% |
| Certified Advisory Corp | 511,865 | $28,204,000 | 7.09% |
| N.E.W. Advisory Services LLC | 641,650 | $35,325,000 | 5.91% |
| Compton Financial Group, LLC | 229,013 | $12,619,000 | 5.37% |
| Beta Wealth Group, Inc. | 136,112 | $7,499,000 | 5.22% |
| Financial Gravity Asset Management, Inc. | 222,011 | $12,223,000 | 4.38% |
| Blossom Wealth Management | 9,331 | $514,000 | 3.87% |