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 | $971,893 | -0.0% | 19,924 | +1.0% | 3.11% | -12.5% |
| Q2 2023 | $972,097 | +13.9% | 19,722 | +13.1% | 3.56% | +2.5% |
| Q1 2023 | $853,247 | -4.5% | 17,431 | -7.2% | 3.47% | -19.5% |
| Q4 2022 | $893,369 | +7.4% | 18,788 | +9.1% | 4.31% | -7.9% |
| Q3 2022 | $832,000 | -2.5% | 17,220 | +0.6% | 4.68% | +8.4% |
| Q2 2022 | $853,000 | -2.3% | 17,116 | +2.2% | 4.32% | +9.7% |
| Q1 2022 | $873,000 | +12.4% | 16,746 | +17.5% | 3.94% | +2.9% |
| Q4 2021 | $777,000 | +35.6% | 14,248 | +36.7% | 3.83% | +12.3% |
| Q3 2021 | $573,000 | +11.5% | 10,420 | +11.7% | 3.41% | -11.9% |
| Q2 2021 | $514,000 | +17.1% | 9,331 | +16.5% | 3.87% | -24.2% |
| Q1 2021 | $439,000 | +93.4% | 8,009 | +98.1% | 5.10% | +0.5% |
| Q4 2020 | $227,000 | – | 4,043 | – | 5.08% | – |
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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% |