ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 286 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,460,058 | -0.1% | 49,280 | 0.0% | 1.08% | -0.6% |
| Q1 2024 | $2,461,536 | +34.3% | 49,280 | +33.9% | 1.09% | +24.9% |
| Q4 2023 | $1,832,989 | +2.1% | 36,807 | 0.0% | 0.87% | -7.4% |
| Q3 2023 | $1,795,445 | -1.0% | 36,807 | 0.0% | 0.94% | +3.1% |
| Q2 2023 | $1,814,217 | +0.7% | 36,807 | 0.0% | 0.91% | -2.9% |
| Q1 2023 | $1,801,703 | +2.9% | 36,807 | 0.0% | 0.94% | -4.1% |
| Q4 2022 | $1,750,173 | -3.0% | 36,807 | 0.0% | 0.98% | -1.6% |
| Q3 2022 | $1,804,000 | -1.6% | 36,807 | 0.0% | 1.00% | -6.1% |
| Q2 2022 | $1,833,000 | -40.5% | 36,807 | -37.8% | 1.06% | -17.8% |
| Q1 2022 | $3,083,000 | – | 59,135 | – | 1.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 7,225,511 | $396,397,000 | 20.53% |
| Trinity Wealth Management, LLC | 145,904 | $7,979,000 | 10.45% |
| Boston Standard Wealth Management, LLC | 304,562 | $16,586,000,000 | 9.01% |
| NYL Investors LLC | 329,900 | $18,042,000 | 8.01% |
| Certified Advisory Corp | 343,377 | $18,779,000 | 7.42% |
| PRUDENT INVESTORS NETWORK, INC. | 172,488 | $9,433,000 | 7.23% |
| DOHJ, LLC | 118,661 | $6,490,000 | 6.30% |
| LEGG MASON, INC. | 1,033 | $57,000 | 5.94% |
| MBE Wealth Management, LLC | 93,993 | $5,140,000 | 4.90% |
| Allworth Financial LP | 2,551,349 | $139,533,000 | 4.64% |