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 | $1,626,179 | +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 ↓ |
|---|---|---|---|
| Matson Money. Inc. | 7,492,279 | $412,825,000 | 16.28% |
| Trinity Wealth Management, LLC | 194,011 | $10,690,000 | 8.36% |
| PRUDENT INVESTORS NETWORK, INC. | 264,265 | $14,561,000 | 7.38% |
| Boston Standard Wealth Management, LLC | 438,900 | $24,183,000,000 | 7.32% |
| Certified Advisory Corp | 511,865 | $28,204,000 | 7.09% |
| N.E.W. Advisory Services LLC | 641,650 | $35,325,000 | 5.91% |
| Compton Financial Group, LLC | 229,013 | $12,619,000 | 5.37% |
| Beta Wealth Group, Inc. | 136,112 | $7,499,000 | 5.22% |
| Financial Gravity Asset Management, Inc. | 222,011 | $12,223,000 | 4.38% |
| Blossom Wealth Management | 9,331 | $514,000 | 3.87% |