ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 345 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $211,000 | -20.7% | 4,233 | -17.1% | 0.07% | -26.0% |
| Q1 2022 | $266,000 | -61.2% | 5,106 | -59.4% | 0.10% | -60.2% |
| Q4 2021 | $686,000 | -60.6% | 12,584 | -60.2% | 0.25% | -67.3% |
| Q3 2021 | $1,739,000 | -0.1% | 31,613 | +0.0% | 0.77% | -24.1% |
| Q2 2021 | $1,741,000 | -12.8% | 31,600 | -13.6% | 1.01% | -39.8% |
| Q1 2021 | $1,997,000 | – | 36,569 | – | 1.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT, LLC | 451,985 | $22,563,091 | 20.99% |
| Matson Money. Inc. | 8,527,040 | $425,669,837 | 14.16% |
| DORVAL Corp | 382,783 | $18,986,059 | 8.37% |
| Boston Standard Wealth Management, LLC | 594,562 | $29,680,000 | 6.52% |
| Trinity Wealth Management, LLC | 254,977 | $12,728,435 | 6.35% |
| Forum Private Client Group LLC | 256,156 | $12,787,304 | 6.08% |
| Financial Gravity Asset Management, Inc. | 488,070 | $24,151,326 | 6.03% |
| PRUDENT INVESTORS NETWORK, INC. | 300,865 | $15,019,198 | 5.43% |
| SYON CAPITAL LLC | 1,171,499 | $58,481,241 | 5.38% |
| Compton Financial Group, LLC | 329,671 | $16,457,176 | 5.34% |