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 | $17,463,318 | +9.6% | 358,002 | +10.7% | 2.26% | +6.2% |
| Q2 2023 | $15,937,912 | +5.3% | 323,350 | +4.5% | 2.12% | -5.3% |
| Q1 2023 | $15,141,934 | +5.4% | 309,335 | +2.4% | 2.24% | +2.1% |
| Q4 2022 | $14,367,237 | -2.7% | 302,150 | -1.1% | 2.20% | -22.9% |
| Q3 2022 | $14,761,000 | -0.1% | 305,457 | +3.0% | 2.85% | +2.1% |
| Q2 2022 | $14,776,000 | -7.9% | 296,643 | -3.6% | 2.79% | -3.3% |
| Q1 2022 | $16,040,000 | -1.6% | 307,701 | +2.9% | 2.89% | -7.1% |
| Q4 2021 | $16,299,000 | +7.4% | 298,891 | +8.4% | 3.11% | -7.7% |
| Q3 2021 | $15,170,000 | +6.4% | 275,723 | +6.5% | 3.37% | -10.9% |
| Q2 2021 | $14,259,000 | +47.2% | 258,786 | +46.6% | 3.78% | +7.6% |
| Q1 2021 | $9,686,000 | +23.2% | 176,554 | +26.2% | 3.51% | +6.1% |
| Q4 2020 | $7,863,000 | +19.4% | 139,880 | +18.3% | 3.31% | -7.3% |
| Q3 2020 | $6,583,000 | +20.3% | 118,275 | +20.4% | 3.57% | -8.5% |
| Q2 2020 | $5,472,000 | -9.9% | 98,274 | -11.5% | 3.90% | -6.5% |
| Q1 2020 | $6,076,000 | +15.6% | 111,101 | +15.9% | 4.17% | +29.3% |
| Q4 2019 | $5,254,000 | – | 95,892 | – | 3.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 7,718,666 | $424,698,000 | 16.41% |
| Boston Standard Wealth Management, LLC | 458,517 | $25,228,000,000 | 7.54% |
| Trinity Wealth Management, LLC | 179,207 | $9,860,000 | 7.46% |
| PRUDENT INVESTORS NETWORK, INC. | 270,805 | $14,900,000 | 7.46% |
| Certified Advisory Corp | 544,090 | $29,936,000 | 7.27% |
| N.E.W. Advisory Services LLC | 685,122 | $37,695,000 | 6.14% |
| Compton Financial Group, LLC | 239,934 | $13,201,000 | 5.63% |
| AMARILLO NATIONAL BANK | 416,547 | $22,918,000 | 4.76% |
| Brown Financial Advisory | 88,114 | $4,848,000 | 3.99% |
| DOHJ, LLC | 147,641 | $8,101,000 | 3.84% |