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 | $3,016,194 | +24.7% | 61,833 | +26.0% | 1.13% | -1.2% |
| Q2 2023 | $2,418,786 | -21.1% | 49,073 | -21.6% | 1.14% | -7.6% |
| Q1 2023 | $3,064,593 | +1.9% | 62,607 | -1.1% | 1.24% | -1.6% |
| Q4 2022 | $3,008,761 | -3.5% | 63,276 | -2.0% | 1.26% | -14.2% |
| Q3 2022 | $3,118,000 | -9.6% | 64,536 | -6.8% | 1.47% | -8.7% |
| Q2 2022 | $3,448,000 | -13.1% | 69,229 | -9.1% | 1.61% | -4.3% |
| Q1 2022 | $3,970,000 | -9.4% | 76,149 | -5.2% | 1.68% | -3.9% |
| Q4 2021 | $4,381,000 | -1.9% | 80,340 | -1.0% | 1.75% | -14.6% |
| Q3 2021 | $4,466,000 | -0.7% | 81,171 | -0.6% | 2.05% | +0.6% |
| Q2 2021 | $4,498,000 | +7.4% | 81,635 | +7.0% | 2.04% | -33.6% |
| Q1 2021 | $4,187,000 | +6.3% | 76,318 | +8.9% | 3.06% | +44.8% |
| Q4 2020 | $3,939,000 | – | 70,074 | – | 2.12% | – |
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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% |