ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 321 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $909,443 | -0.1% | 18,218 | 0.0% | 0.08% | -3.4% |
| Q1 2024 | $909,989 | +0.3% | 18,218 | 0.0% | 0.09% | -11.2% |
| Q4 2023 | $907,256 | -27.7% | 18,218 | -29.1% | 0.10% | -34.7% |
| 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 ↓ |
|---|---|---|---|
| Matson Money. Inc. | 7,225,511 | $396,397,000 | 20.53% |
| Trinity Wealth Management, LLC | 145,904 | $7,979,000 | 10.45% |
| Boston Standard Wealth Management, LLC | 304,562 | $16,586,000,000 | 9.01% |
| NYL Investors LLC | 329,900 | $18,042,000 | 8.01% |
| Certified Advisory Corp | 343,377 | $18,779,000 | 7.42% |
| PRUDENT INVESTORS NETWORK, INC. | 172,488 | $9,433,000 | 7.23% |
| DOHJ, LLC | 118,661 | $6,490,000 | 6.30% |
| LEGG MASON, INC. | 1,033 | $57,000 | 5.94% |
| MBE Wealth Management, LLC | 93,993 | $5,140,000 | 4.90% |
| Allworth Financial LP | 2,551,349 | $139,533,000 | 4.64% |