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 | $1,254,231 | -1.6% | 25,712 | -0.6% | 0.15% | -2.6% |
| Q2 2023 | $1,274,738 | +0.7% | 25,862 | 0.0% | 0.15% | -3.1% |
| Q1 2023 | $1,265,945 | +2.9% | 25,862 | 0.0% | 0.16% | -4.8% |
| Q4 2022 | $1,229,738 | -15.2% | 25,862 | -13.8% | 0.17% | -20.5% |
| Q3 2022 | $1,450,000 | +0.8% | 29,999 | +3.9% | 0.21% | -3.2% |
| Q2 2022 | $1,438,000 | -4.5% | 28,862 | 0.0% | 0.22% | -0.5% |
| Q1 2022 | $1,505,000 | -4.4% | 28,862 | 0.0% | 0.22% | +3.8% |
| Q4 2021 | $1,574,000 | -1.4% | 28,862 | -0.5% | 0.21% | -4.1% |
| Q3 2021 | $1,596,000 | +14.2% | 29,012 | +14.3% | 0.22% | +6.8% |
| Q2 2021 | $1,398,000 | +10.2% | 25,376 | +9.7% | 0.20% | +11.4% |
| Q1 2021 | $1,269,000 | +2.0% | 23,125 | +4.5% | 0.18% | -5.6% |
| Q4 2020 | $1,244,000 | – | 22,125 | – | 0.20% | – |
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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% |