ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 282 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $502,931 | +1.4% | 10,310 | +2.5% | 0.25% | +3.7% |
Q2 2023 | $495,880 | +4.3% | 10,060 | +3.6% | 0.24% | -8.6% |
Q1 2023 | $475,484 | +10.3% | 9,714 | +7.1% | 0.27% | -1.5% |
Q4 2022 | $431,072 | +14.3% | 9,066 | +16.1% | 0.27% | +1.1% |
Q3 2022 | $377,000 | +17.8% | 7,809 | +21.6% | 0.27% | +6.0% |
Q2 2022 | $320,000 | -1.5% | 6,423 | +3.2% | 0.25% | +11.0% |
Q1 2022 | $325,000 | – | 6,226 | – | 0.23% | – |
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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% |