ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 294 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,176 | -0.7% | 147,101 | +0.4% | 5.44% | +2.6% |
| Q2 2023 | $7,224 | -22.5% | 146,551 | -23.0% | 5.30% | -26.9% |
| Q1 2023 | $9,320 | +193.0% | 190,400 | +184.7% | 7.25% | +162.4% |
| Q4 2022 | $3,181 | -99.9% | 66,887 | +5.4% | 2.76% | -6.8% |
| Q3 2022 | $3,067,000 | -5.1% | 63,468 | -2.2% | 2.97% | -5.8% |
| Q2 2022 | $3,231,000 | -2.9% | 64,874 | +1.6% | 3.15% | +5.3% |
| Q1 2022 | $3,329,000 | +1334.9% | 63,853 | +1414.2% | 2.99% | +1241.7% |
| Q2 2021 | $232,000 | – | 4,217 | – | 0.22% | – |
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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% |