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 | $1,163,278 | -46.9% | 23,847 | -46.3% | 1.02% | -42.6% |
| Q2 2023 | $2,188,694 | +33.0% | 44,404 | +32.1% | 1.78% | +28.4% |
| Q1 2023 | $1,645,980 | -0.4% | 33,626 | -3.3% | 1.39% | -3.1% |
| Q4 2022 | $1,652,631 | +1.6% | 34,756 | +3.2% | 1.43% | -9.5% |
| Q3 2022 | $1,627,000 | -1.9% | 33,673 | +1.1% | 1.58% | +12.8% |
| Q2 2022 | $1,658,000 | 0.0% | 33,294 | +4.7% | 1.40% | -9.7% |
| Q1 2022 | $1,658,000 | -17.7% | 31,809 | -13.9% | 1.55% | -8.4% |
| Q4 2021 | $2,015,000 | +48.4% | 36,955 | +49.7% | 1.70% | +51.6% |
| Q3 2021 | $1,358,000 | +15.2% | 24,682 | +15.3% | 1.12% | +6.2% |
| Q2 2021 | $1,179,000 | +6.9% | 21,399 | +6.4% | 1.05% | -7.4% |
| Q1 2021 | $1,103,000 | – | 20,103 | – | 1.14% | – |
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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% |