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 | $1,181,939 | -3.1% | 24,230 | -2.1% | 1.31% | +1.9% |
| Q2 2023 | $1,220,322 | -4.3% | 24,758 | -4.7% | 1.28% | -8.6% |
| Q1 2023 | $1,275,505 | +76.4% | 25,983 | +70.9% | 1.41% | +70.8% |
| Q4 2022 | $722,950 | -5.6% | 15,204 | -1.1% | 0.82% | -6.7% |
| Q3 2022 | $766,000 | -9.9% | 15,379 | -5.6% | 0.88% | +6.3% |
| Q2 2022 | $850,000 | 0.0% | 16,296 | 0.0% | 0.83% | +17.7% |
| Q1 2022 | $850,000 | – | 16,296 | – | 0.70% | – |
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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% |