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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $11,879,607 | +3.2% | 241,015 | +2.5% | 6.80% | -6.5% |
| Q1 2023 | $11,512,459 | +5.0% | 235,188 | +2.0% | 7.28% | -3.9% |
| Q4 2022 | $10,961,073 | -1.5% | 230,517 | +0.1% | 7.57% | -9.0% |
| Q3 2022 | $11,133,000 | +1.2% | 230,371 | +4.3% | 8.32% | +4.1% |
| Q2 2022 | $11,001,000 | +4.8% | 220,857 | +9.7% | 8.00% | -1.8% |
| Q1 2022 | $10,495,000 | – | 201,329 | – | 8.15% | – |
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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% |