ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 299 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $6,371 | +0.7% | 129 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,327 | +2.9% | 129 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,146 | +2.4% | 129 | +2.4% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -57.1% | 126 | -50.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | +100.0% | 252 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | 0.0% | 126 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $7,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 126 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $7,000 | 0.0% | 126 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 126 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $7,000 | +40.0% | 126 | +29.9% | 0.01% | 0.0% |
| Q1 2020 | $5,000 | 0.0% | 97 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $5,000 | – | 97 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT, LLC | 451,985 | $22,563,091 | 20.99% |
| Matson Money. Inc. | 8,527,040 | $425,669,837 | 14.16% |
| DORVAL Corp | 382,783 | $18,986,059 | 8.37% |
| Boston Standard Wealth Management, LLC | 594,562 | $29,680,000 | 6.52% |
| Trinity Wealth Management, LLC | 254,977 | $12,728,435 | 6.35% |
| Forum Private Client Group LLC | 256,156 | $12,787,304 | 6.08% |
| Financial Gravity Asset Management, Inc. | 488,070 | $24,151,326 | 6.03% |
| PRUDENT INVESTORS NETWORK, INC. | 300,865 | $15,019,198 | 5.43% |
| SYON CAPITAL LLC | 1,171,499 | $58,481,241 | 5.38% |
| Compton Financial Group, LLC | 329,671 | $16,457,176 | 5.34% |