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 | $677,512 | +3.2% | 13,889 | +4.2% | 0.03% | +26.1% |
| Q2 2023 | $656,747 | +12.9% | 13,324 | +12.1% | 0.02% | 0.0% |
| Q1 2023 | $581,582 | +41.2% | 11,881 | +37.1% | 0.02% | +35.3% |
| Q4 2022 | $411,932 | -6.8% | 8,663 | -5.5% | 0.02% | -15.0% |
| Q3 2022 | $442,000 | -3.1% | 9,167 | -0.0% | 0.02% | 0.0% |
| Q2 2022 | $456,000 | 0.0% | 9,170 | +4.8% | 0.02% | +11.1% |
| Q1 2022 | $456,000 | +13.7% | 8,750 | +18.9% | 0.02% | -10.0% |
| Q4 2021 | $401,000 | -2.9% | 7,358 | -1.9% | 0.02% | -4.8% |
| Q2 2021 | $413,179 | -25.1% | 7,499 | -25.4% | 0.02% | -34.4% |
| Q1 2021 | $551,821 | -0.5% | 10,059 | +2.0% | 0.03% | -13.5% |
| Q4 2020 | $554,327 | +2.3% | 9,862 | +1.3% | 0.04% | -14.0% |
| Q3 2020 | $541,659 | -36.2% | 9,732 | -36.2% | 0.04% | -41.1% |
| Q2 2020 | $848,687 | +2.2% | 15,242 | +0.4% | 0.07% | -19.8% |
| Q1 2020 | $830,387 | -0.4% | 15,184 | -0.2% | 0.09% | +28.2% |
| Q4 2019 | $833,465 | -29.2% | 15,212 | -27.9% | 0.07% | -37.2% |
| Q3 2019 | $1,177,560 | +31.9% | 21,107 | +37.3% | 0.11% | +39.5% |
| Q2 2019 | $892,780 | +28.3% | 15,374 | +18.2% | 0.08% | +6.6% |
| Q1 2019 | $695,668 | -7.7% | 13,008 | -9.9% | 0.08% | -22.4% |
| Q4 2018 | $753,651 | +16.2% | 14,435 | +16.3% | 0.10% | +32.4% |
| Q3 2018 | $648,775 | +71.0% | 12,412 | +72.3% | 0.07% | +51.0% |
| Q2 2018 | $379,473 | – | 7,202 | – | 0.05% | – |
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% |