ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 295 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,626,179 | +6.7% | 33,337 | +7.8% | 0.40% | +8.4% |
| Q2 2023 | $1,524,688 | +19.9% | 30,933 | +19.0% | 0.37% | +10.1% |
| Q1 2023 | $1,272,015 | +27.8% | 25,986 | +24.1% | 0.34% | +7.4% |
| Q4 2022 | $995,317 | -14.9% | 20,932 | -13.6% | 0.31% | -29.3% |
| Q3 2022 | $1,170,000 | -12.9% | 24,213 | -10.3% | 0.44% | -15.5% |
| Q2 2022 | $1,344,000 | – | 26,981 | – | 0.52% | – |
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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% |