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 | $15,424,078 | +7.5% | 316,196 | +8.6% | 5.86% | +8.3% |
| Q2 2023 | $14,345,836 | +2.5% | 291,050 | +1.7% | 5.41% | -2.2% |
| Q1 2023 | $14,002,094 | +3.6% | 286,049 | +0.6% | 5.53% | -2.5% |
| Q4 2022 | $13,518,247 | +3.7% | 284,296 | +5.3% | 5.67% | -5.5% |
| Q3 2022 | $13,041,000 | -0.2% | 269,859 | +2.9% | 6.00% | +1.7% |
| Q2 2022 | $13,066,000 | -4.2% | 262,317 | +0.3% | 5.90% | +4.8% |
| Q1 2022 | $13,636,000 | +0.9% | 261,583 | +5.6% | 5.63% | +2.5% |
| Q4 2021 | $13,508,000 | +2.3% | 247,717 | +3.2% | 5.49% | -2.4% |
| Q3 2021 | $13,201,000 | +4.6% | 239,934 | +4.8% | 5.63% | +4.7% |
| Q2 2021 | $12,619,000 | +7.4% | 229,013 | +7.0% | 5.37% | -0.9% |
| Q1 2021 | $11,745,000 | +4.8% | 214,096 | +6.2% | 5.42% | +1.1% |
| Q4 2020 | $11,210,000 | – | 201,550 | – | 5.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 7,492,279 | $412,825,000 | 16.28% |
| Trinity Wealth Management, LLC | 194,011 | $10,690,000 | 8.36% |
| PRUDENT INVESTORS NETWORK, INC. | 264,265 | $14,561,000 | 7.38% |
| Boston Standard Wealth Management, LLC | 438,900 | $24,183,000,000 | 7.32% |
| Certified Advisory Corp | 511,865 | $28,204,000 | 7.09% |
| N.E.W. Advisory Services LLC | 641,650 | $35,325,000 | 5.91% |
| Compton Financial Group, LLC | 229,013 | $12,619,000 | 5.37% |
| Beta Wealth Group, Inc. | 136,112 | $7,499,000 | 5.22% |
| Financial Gravity Asset Management, Inc. | 222,011 | $12,223,000 | 4.38% |
| Blossom Wealth Management | 9,331 | $514,000 | 3.87% |