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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $2,008,340 | +16.3% | 40,328 | +13.9% | 0.28% | +19.8% |
Q3 2023 | $1,727,345 | +20.3% | 35,411 | +21.6% | 0.23% | +12.6% |
Q2 2023 | $1,435,700 | -1.1% | 29,128 | -1.7% | 0.21% | -10.0% |
Q1 2023 | $1,451,175 | -23.1% | 29,646 | -25.3% | 0.23% | -31.0% |
Q4 2022 | $1,887,310 | +12.7% | 39,691 | +14.6% | 0.33% | -21.0% |
Q3 2022 | $1,674,000 | +7.6% | 34,635 | +10.8% | 0.42% | -4.3% |
Q2 2022 | $1,556,000 | -42.5% | 31,247 | -39.8% | 0.44% | -35.0% |
Q1 2022 | $2,707,000 | -34.1% | 51,931 | -31.0% | 0.68% | -36.9% |
Q4 2021 | $4,106,000 | +5.7% | 75,294 | +6.6% | 1.07% | -15.8% |
Q3 2021 | $3,886,000 | -0.8% | 70,633 | -0.6% | 1.27% | +2.7% |
Q2 2021 | $3,916,000 | +2.2% | 71,066 | +1.8% | 1.24% | -10.2% |
Q1 2021 | $3,831,000 | +2.6% | 69,834 | +5.1% | 1.38% | -7.8% |
Q4 2020 | $3,734,000 | – | 66,430 | – | 1.49% | – |
Download |
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% |