ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 256 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,293,020 | +6.9% | 108,508 | +8.1% | 0.50% | -18.6% |
| Q2 2023 | $4,949,110 | +0.7% | 100,408 | 0.0% | 0.61% | -9.4% |
| Q1 2023 | $4,914,972 | +23.3% | 100,408 | +19.8% | 0.67% | +8.7% |
| Q4 2022 | $3,985,070 | -1.6% | 83,808 | 0.0% | 0.62% | -17.3% |
| Q3 2022 | $4,050,000 | -3.0% | 83,808 | 0.0% | 0.75% | -2.0% |
| Q2 2022 | $4,174,000 | -4.5% | 83,808 | 0.0% | 0.76% | +1.3% |
| Q1 2022 | $4,369,000 | +16.0% | 83,808 | +21.3% | 0.75% | +11.4% |
| Q4 2021 | $3,768,000 | -0.9% | 69,108 | 0.0% | 0.68% | -9.5% |
| Q3 2021 | $3,802,000 | +45.2% | 69,108 | +45.5% | 0.75% | +38.1% |
| Q2 2021 | $2,618,000 | +19.9% | 47,508 | +19.3% | 0.54% | -0.6% |
| Q1 2021 | $2,184,000 | -2.4% | 39,808 | 0.0% | 0.54% | -11.3% |
| Q4 2020 | $2,238,000 | – | 39,808 | – | 0.61% | – |
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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% |