ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 256 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT, LLC | 510,375 | $28,321,000 | 20.92% |
| Matson Money. Inc. | 7,947,893 | $433,276,000 | 15.85% |
| PRUDENT INVESTORS NETWORK, INC. | 523,057 | $28,522,000 | 13.44% |
| Boston Standard Wealth Management, LLC | 480,212 | $26,186,000,000 | 7.30% |
| Trinity Wealth Management, LLC | 179,690 | $9,799,000 | 6.74% |
| Certified Advisory Corp | 552,183 | $30,111,000 | 6.64% |
| N.E.W. Advisory Services LLC | 717,957 | $39,150,000 | 5.91% |
| Compton Financial Group, LLC | 247,717 | $13,508,000 | 5.49% |
| Brown Financial Advisory | 89,493 | $4,880,000 | 4.28% |
| AMARILLO NATIONAL BANK | 383,783 | $20,928,000 | 4.10% |