ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 321 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $869,208 | +34.4% | 17,412 | +34.5% | 0.19% | +31.2% |
| Q1 2024 | $646,553 | +7.7% | 12,944 | +7.4% | 0.14% | -0.7% |
| Q4 2023 | $600,339 | +71.0% | 12,055 | +67.5% | 0.14% | +57.6% |
| Q3 2023 | $351,070 | -9.3% | 7,197 | -8.3% | 0.09% | -9.8% |
| Q2 2023 | $387,025 | +3.9% | 7,852 | +3.2% | 0.10% | -1.9% |
| Q1 2023 | $372,461 | +2.0% | 7,609 | -0.9% | 0.10% | -1.9% |
| Q4 2022 | $365,184 | -21.3% | 7,680 | -20.0% | 0.11% | -23.2% |
| Q3 2022 | $464,000 | +39.3% | 9,602 | +43.5% | 0.14% | +38.0% |
| Q2 2022 | $333,000 | -3.2% | 6,690 | +1.2% | 0.10% | +9.9% |
| Q1 2022 | $344,000 | -8.8% | 6,608 | -4.3% | 0.09% | -8.1% |
| Q4 2021 | $377,000 | +1.6% | 6,907 | +2.3% | 0.10% | -8.3% |
| Q3 2021 | $371,000 | +14.9% | 6,749 | +15.2% | 0.11% | +20.0% |
| Q2 2021 | $323,000 | +3.9% | 5,860 | +3.0% | 0.09% | +5.9% |
| Q1 2021 | $311,000 | -2.5% | 5,687 | 0.0% | 0.08% | -9.6% |
| Q4 2020 | $319,000 | -2.4% | 5,687 | -3.0% | 0.09% | -10.5% |
| Q3 2020 | $327,000 | – | 5,865 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 7,225,511 | $396,397,000 | 20.53% |
| Trinity Wealth Management, LLC | 145,904 | $7,979,000 | 10.45% |
| Boston Standard Wealth Management, LLC | 304,562 | $16,586,000,000 | 9.01% |
| NYL Investors LLC | 329,900 | $18,042,000 | 8.01% |
| Certified Advisory Corp | 343,377 | $18,779,000 | 7.42% |
| PRUDENT INVESTORS NETWORK, INC. | 172,488 | $9,433,000 | 7.23% |
| DOHJ, LLC | 118,661 | $6,490,000 | 6.30% |
| LEGG MASON, INC. | 1,033 | $57,000 | 5.94% |
| MBE Wealth Management, LLC | 93,993 | $5,140,000 | 4.90% |
| Allworth Financial LP | 2,551,349 | $139,533,000 | 4.64% |