ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 294 filers reported holding ISHARES TR in Q1 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 ↓ |
|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT, LLC | 413,160 | $20,153,945 | 21.74% |
| Matson Money. Inc. | 8,558,512 | $417,484,215 | 15.10% |
| PRUDENT INVESTORS NETWORK, INC. | 317,331 | $15,479,382 | 7.25% |
| Boston Standard Wealth Management, LLC | 518,831 | $25,309,000 | 6.68% |
| Stewardship Advisors, LLC | 341,806 | $16,673,311 | 6.51% |
| N.E.W. Advisory Services LLC | 896,064 | $43,710,047 | 6.22% |
| SYON CAPITAL LLC | 990,313 | $48,307,468 | 6.01% |
| Compton Financial Group, LLC | 316,196 | $15,424,078 | 5.86% |
| PENOBSCOT WEALTH MANAGEMENT | 147,101 | $7,176 | 5.44% |
| Kooman & Associates | 212,287 | $10,355,360 | 5.24% |