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 | $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. | 7,718,666 | $424,698,000 | 16.41% |
| Boston Standard Wealth Management, LLC | 458,517 | $25,228,000,000 | 7.54% |
| Trinity Wealth Management, LLC | 179,207 | $9,860,000 | 7.46% |
| PRUDENT INVESTORS NETWORK, INC. | 270,805 | $14,900,000 | 7.46% |
| Certified Advisory Corp | 544,090 | $29,936,000 | 7.27% |
| N.E.W. Advisory Services LLC | 685,122 | $37,695,000 | 6.14% |
| Compton Financial Group, LLC | 239,934 | $13,201,000 | 5.63% |
| AMARILLO NATIONAL BANK | 416,547 | $22,918,000 | 4.76% |
| Brown Financial Advisory | 88,114 | $4,848,000 | 3.99% |
| DOHJ, LLC | 147,641 | $8,101,000 | 3.84% |