ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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. | 6,215,697 | $345,966,000 | 17.44% |
| PRUDENT INVESTORS NETWORK, INC. | 242,323 | $13,487,000 | 8.93% |
| Boston Standard Wealth Management, LLC | 315,449 | $17,558,000,000 | 7.40% |
| Blueprint Investment Partners LLC | 160,761 | $9,036,000 | 7.14% |
| NYL Investors LLC | 329,800 | $18,357,000 | 7.12% |
| DOHJ, LLC | 150,346 | $8,404,000 | 5.26% |
| N.E.W. Advisory Services LLC | 326,307 | $18,176,000 | 5.13% |
| Allworth Financial LP | 2,954,963 | $164,473,000 | 4.95% |
| MBE Wealth Management, LLC | 96,946 | $5,397,000 | 4.54% |
| First Ascent Asset Management, LLC | 118,275 | $6,583,000 | 3.57% |