ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 282 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,707,529 | +22.6% | 54,368 | +20.1% | 1.83% | +10.2% |
| Q3 2023 | $2,208,251 | +244.9% | 45,270 | +248.5% | 1.66% | +227.4% |
| Q2 2023 | $640,257 | +19.3% | 12,990 | +18.5% | 0.51% | +12.4% |
| Q1 2023 | $536,717 | +51.2% | 10,965 | +46.9% | 0.45% | +37.4% |
| Q4 2022 | $354,941 | -1.7% | 7,465 | 0.0% | 0.33% | -23.0% |
| Q3 2022 | $361,000 | -3.0% | 7,465 | 0.0% | 0.43% | -5.5% |
| Q2 2022 | $372,000 | +29.6% | 7,465 | +35.7% | 0.45% | +50.2% |
| Q1 2022 | $287,000 | +10.8% | 5,500 | +15.8% | 0.30% | +14.0% |
| Q4 2021 | $259,000 | – | 4,750 | – | 0.26% | – |
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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% |