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 | $1,913,422 | -6.3% | 39,226 | -5.3% | 1.26% | -5.3% |
| Q2 2023 | $2,041,075 | -17.7% | 41,410 | -18.2% | 1.33% | -13.7% |
| Q1 2023 | $2,479,491 | +9.8% | 50,654 | +6.7% | 1.54% | +3.4% |
| Q4 2022 | $2,258,080 | +280.1% | 47,489 | +286.1% | 1.49% | +251.3% |
| Q3 2022 | $594,000 | +32.9% | 12,299 | +37.1% | 0.42% | +23.3% |
| Q2 2022 | $447,000 | +18.3% | 8,970 | +23.7% | 0.34% | +30.9% |
| Q1 2022 | $378,000 | +41.0% | 7,253 | +47.4% | 0.26% | +44.8% |
| Q4 2021 | $268,000 | -38.4% | 4,920 | -37.8% | 0.18% | -52.6% |
| Q3 2021 | $435,000 | +64.8% | 7,907 | +64.7% | 0.38% | +41.0% |
| Q2 2021 | $264,000 | – | 4,800 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 7,718,666 | $424,698,000 | 16.41% |
| Boston Standard Wealth Management, LLC | 458,517 | $25,228,000,000 | 7.54% |
| Trinity Wealth Management, LLC | 179,207 | $9,860,000 | 7.46% |
| PRUDENT INVESTORS NETWORK, INC. | 270,805 | $14,900,000 | 7.46% |
| Certified Advisory Corp | 544,090 | $29,936,000 | 7.27% |
| N.E.W. Advisory Services LLC | 685,122 | $37,695,000 | 6.14% |
| Compton Financial Group, LLC | 239,934 | $13,201,000 | 5.63% |
| AMARILLO NATIONAL BANK | 416,547 | $22,918,000 | 4.76% |
| Brown Financial Advisory | 88,114 | $4,848,000 | 3.99% |
| DOHJ, LLC | 147,641 | $8,101,000 | 3.84% |