ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 306 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $769,228 | -1.8% | 15,769 | -0.8% | 0.27% | -6.2% |
| Q2 2023 | $783,678 | -0.3% | 15,899 | -1.0% | 0.29% | -5.3% |
| Q1 2023 | $786,349 | +3.2% | 16,064 | +0.3% | 0.30% | -4.4% |
| Q4 2022 | $761,720 | -17.4% | 16,019 | -16.1% | 0.32% | -29.3% |
| Q3 2022 | $922,000 | -26.1% | 19,082 | -23.0% | 0.45% | -25.1% |
| Q2 2022 | $1,247,000 | +6.6% | 24,771 | +10.4% | 0.60% | +17.6% |
| Q1 2022 | $1,170,000 | +74.6% | 22,437 | +82.7% | 0.51% | +68.6% |
| Q4 2021 | $670,000 | +59.5% | 12,282 | +60.8% | 0.30% | +46.4% |
| Q3 2021 | $420,000 | +55.6% | 7,639 | +55.8% | 0.21% | +50.0% |
| Q2 2021 | $270,000 | -66.2% | 4,904 | -65.4% | 0.14% | -63.3% |
| Q4 2020 | $798,000 | – | 14,190 | – | 0.38% | – |
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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% |