ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,485 | +7.9% | 6,775 | +8.8% | 0.04% | 0.0% |
| Q2 2023 | $306,418 | +12.5% | 6,228 | +12.0% | 0.04% | +12.1% |
| Q1 2023 | $272,260 | +17.1% | 5,562 | +13.7% | 0.03% | +6.5% |
| Q4 2022 | $232,520 | -28.2% | 4,890 | -27.1% | 0.03% | -42.6% |
| Q3 2022 | $324,000 | -25.0% | 6,707 | -22.6% | 0.05% | -39.3% |
| Q2 2022 | $432,000 | -72.4% | 8,666 | -71.2% | 0.09% | -67.6% |
| Q1 2022 | $1,567,000 | +28.0% | 30,057 | +34.0% | 0.28% | +38.2% |
| Q4 2021 | $1,224,000 | -9.9% | 22,438 | -9.1% | 0.20% | -25.5% |
| Q3 2021 | $1,359,000 | -7.2% | 24,696 | -7.0% | 0.27% | -7.3% |
| Q2 2021 | $1,464,000 | +1.7% | 26,568 | +1.5% | 0.29% | -3.4% |
| Q1 2021 | $1,440,000 | +82.7% | 26,178 | +86.7% | 0.30% | +57.7% |
| Q4 2020 | $788,000 | – | 14,025 | – | 0.19% | – |
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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% |