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 | $587 | -1.2% | 12,030 | -0.1% | 0.25% | +4.6% |
Q2 2023 | $594 | +1.9% | 12,048 | +1.2% | 0.24% | -3.3% |
Q1 2023 | $583 | +5.0% | 11,907 | +1.9% | 0.24% | -0.8% |
Q4 2022 | $555 | -99.9% | 11,682 | -0.2% | 0.25% | -6.4% |
Q3 2022 | $565,000 | -2.8% | 11,702 | +3.4% | 0.26% | +12.3% |
Q2 2022 | $581,000 | +0.5% | 11,317 | +2.0% | 0.24% | +11.4% |
Q1 2022 | $578,000 | +39.6% | 11,093 | +46.0% | 0.21% | +42.6% |
Q4 2021 | $414,000 | +34.9% | 7,598 | +36.1% | 0.15% | +29.8% |
Q3 2021 | $307,000 | +4.8% | 5,584 | +4.9% | 0.11% | +4.6% |
Q2 2021 | $293,000 | +9.7% | 5,325 | +9.6% | 0.11% | +17.2% |
Q1 2021 | $267,000 | – | 4,859 | – | 0.09% | – |
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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% |