ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,665,437 | +1.5% | 74,973 | +2.2% | 2.21% | +4.2% |
| Q2 2023 | $3,612,796 | +7.7% | 73,371 | +6.5% | 2.12% | +0.7% |
| Q1 2023 | $3,354,804 | +2.2% | 68,887 | +1.1% | 2.11% | -3.7% |
| Q4 2022 | $3,282,063 | +4.9% | 68,149 | +4.7% | 2.19% | -5.9% |
| Q3 2022 | $3,129,000 | -2.3% | 65,102 | +2.2% | 2.32% | -1.9% |
| Q2 2022 | $3,202,000 | -1.3% | 63,683 | +0.5% | 2.37% | +5.0% |
| Q1 2022 | $3,244,000 | -27.5% | 63,342 | -23.6% | 2.26% | -29.6% |
| Q4 2021 | $4,477,000 | +3.0% | 82,856 | +4.7% | 3.20% | -4.0% |
| Q3 2021 | $4,345,000 | +0.9% | 79,099 | +2.5% | 3.34% | +0.1% |
| Q2 2021 | $4,305,000 | +11.3% | 77,145 | +9.6% | 3.33% | -2.0% |
| Q1 2021 | $3,868,000 | +7.9% | 70,395 | +10.7% | 3.40% | -8.9% |
| Q4 2020 | $3,584,000 | – | 63,572 | – | 3.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 6,260,247 | $348,571,000 | 19.04% |
| Trinity Wealth Management, LLC | 164,863 | $9,180,000 | 12.79% |
| PRUDENT INVESTORS NETWORK, INC. | 236,755 | $13,182,000 | 8.94% |
| Boston Standard Wealth Management, LLC | 308,220 | $17,162,000,000 | 7.75% |
| NYL Investors LLC | 648,700 | $35,793,000 | 7.64% |
| Certified Advisory Corp | 403,402 | $22,461,000 | 7.43% |
| DOHJ, LLC | 142,740 | $7,978,000 | 5.46% |
| Blueprint Investment Partners LLC | 148,645 | $8,277,000 | 5.27% |
| N.E.W. Advisory Services LLC | 283,191 | $15,768,000 | 4.91% |
| Allworth Financial LP | 2,728,296 | $151,912,000 | 4.68% |