ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 311 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102,195 | +1.5% | 2,095 | +2.6% | 0.08% | +6.4% |
| Q2 2023 | $100,651 | +0.2% | 2,042 | -0.5% | 0.08% | -4.9% |
| Q1 2023 | $100,495 | +2.9% | 2,053 | 0.0% | 0.08% | -2.4% |
| Q4 2022 | $97,620 | +50.2% | 2,053 | +53.7% | 0.08% | +61.5% |
| Q3 2022 | $65,000 | +30.0% | 1,336 | +32.4% | 0.05% | +44.4% |
| Q2 2022 | $50,000 | -82.4% | 1,009 | -81.5% | 0.04% | -81.1% |
| Q1 2022 | $284,000 | -9.6% | 5,446 | -5.3% | 0.19% | -6.4% |
| Q4 2021 | $314,000 | +11.0% | 5,751 | +11.6% | 0.20% | +2.0% |
| Q3 2021 | $283,000 | +5.2% | 5,151 | +5.6% | 0.20% | +3.6% |
| Q2 2021 | $269,000 | +14.0% | 4,880 | +13.4% | 0.19% | +4.3% |
| Q1 2021 | $236,000 | +30.4% | 4,302 | +33.5% | 0.18% | +20.3% |
| Q4 2020 | $181,000 | – | 3,223 | – | 0.15% | – |
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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% |