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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $908,633 | +56.5% | 18,654 | +57.7% | 0.09% | +46.0% |
| Q2 2023 | $580,752 | -0.5% | 11,828 | -0.7% | 0.06% | -18.2% |
| Q1 2023 | $583,734 | -39.2% | 11,913 | -40.0% | 0.08% | -46.5% |
| Q4 2022 | $959,556 | -1.4% | 19,842 | -1.4% | 0.14% | -26.5% |
| Q3 2022 | $973,000 | +16.2% | 20,128 | +19.7% | 0.20% | +8.9% |
| Q2 2022 | $837,000 | -22.7% | 16,811 | -18.9% | 0.18% | -25.6% |
| Q1 2022 | $1,083,000 | +328.1% | 20,740 | +345.3% | 0.24% | +210.3% |
| Q4 2021 | $253,000 | – | 4,658 | – | 0.08% | – |
Download | ||||||
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% |