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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 6,260,247 | $348,571,000 | 19.04% |
| Trinity Wealth Management, LLC | 164,863 | $9,180,000 | 12.79% |
| PRUDENT INVESTORS NETWORK, INC. | 236,755 | $13,182,000 | 8.94% |
| Boston Standard Wealth Management, LLC | 308,220 | $17,162,000,000 | 7.75% |
| NYL Investors LLC | 648,700 | $35,793,000 | 7.64% |
| Certified Advisory Corp | 403,402 | $22,461,000 | 7.43% |
| DOHJ, LLC | 142,740 | $7,978,000 | 5.46% |
| Blueprint Investment Partners LLC | 148,645 | $8,277,000 | 5.27% |
| N.E.W. Advisory Services LLC | 283,191 | $15,768,000 | 4.91% |
| Allworth Financial LP | 2,728,296 | $151,912,000 | 4.68% |