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 | $20,153,945 | -0.8% | 413,160 | +0.3% | 21.74% | +2.7% |
| Q2 2023 | $20,310,437 | -22.0% | 412,060 | -22.5% | 21.17% | -0.2% |
| Q1 2023 | $26,023,533 | +4.9% | 531,635 | +1.9% | 21.21% | -1.2% |
| Q4 2022 | $24,797,801 | +2.3% | 521,510 | +3.9% | 21.48% | -3.1% |
| Q3 2022 | $24,252,000 | -4.5% | 501,860 | -1.5% | 22.17% | +1.4% |
| Q2 2022 | $25,384,000 | +1.6% | 509,625 | +6.3% | 21.86% | +16.1% |
| Q1 2022 | $24,992,000 | -11.8% | 479,425 | -6.1% | 18.82% | -10.0% |
| Q4 2021 | $28,321,000 | – | 510,375 | – | 20.92% | – |
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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% |