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 | $3,905,279 | +20.3% | 80,059 | +21.5% | 3.46% | +30.6% |
| Q2 2023 | $3,247,423 | +15.6% | 65,884 | +14.8% | 2.65% | -2.0% |
| Q1 2023 | $2,808,360 | -4.0% | 57,372 | -6.8% | 2.70% | -10.5% |
| Q4 2022 | $2,926,179 | +12.3% | 61,539 | +14.1% | 3.02% | +20.7% |
| Q3 2022 | $2,605,000 | -36.9% | 53,915 | -34.9% | 2.50% | -43.4% |
| Q2 2022 | $4,128,000 | +66.7% | 82,878 | +74.5% | 4.42% | +119.6% |
| Q1 2022 | $2,476,000 | -49.3% | 47,498 | -46.9% | 2.01% | -53.0% |
| Q4 2021 | $4,880,000 | +0.7% | 89,493 | +1.6% | 4.28% | +7.1% |
| Q3 2021 | $4,848,000 | +9.4% | 88,114 | +9.6% | 3.99% | +8.1% |
| Q2 2021 | $4,431,000 | +5.0% | 80,416 | +4.6% | 3.69% | -0.9% |
| Q1 2021 | $4,218,000 | +16.9% | 76,888 | +19.8% | 3.73% | +16.6% |
| Q4 2020 | $3,607,000 | – | 64,169 | – | 3.20% | – |
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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% |