ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 293 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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. | 7,492,279 | $412,825,000 | 16.28% |
| Trinity Wealth Management, LLC | 194,011 | $10,690,000 | 8.36% |
| PRUDENT INVESTORS NETWORK, INC. | 264,265 | $14,561,000 | 7.38% |
| Boston Standard Wealth Management, LLC | 438,900 | $24,183,000,000 | 7.32% |
| Certified Advisory Corp | 511,865 | $28,204,000 | 7.09% |
| N.E.W. Advisory Services LLC | 641,650 | $35,325,000 | 5.91% |
| Compton Financial Group, LLC | 229,013 | $12,619,000 | 5.37% |
| Beta Wealth Group, Inc. | 136,112 | $7,499,000 | 5.22% |
| Financial Gravity Asset Management, Inc. | 222,011 | $12,223,000 | 4.38% |
| Blossom Wealth Management | 9,331 | $514,000 | 3.87% |