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 | $1,290,238 | +8.2% | 25,846 | +8.2% | 0.97% | +2.6% |
| Q1 2024 | $1,192,811 | -2.4% | 23,880 | -2.7% | 0.95% | -6.8% |
| Q4 2023 | $1,222,608 | +5.1% | 24,550 | +2.9% | 1.02% | -0.9% |
| 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 ↓ |
|---|---|---|---|
| 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% |