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 | $1,795,445 | -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% | – |
Download | ||||||
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% |