ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 ↓ |
|---|---|---|---|
| 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% |