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 | $1,146,671 | -17.5% | 23,507 | -16.6% | 0.36% | -15.0% |
| Q2 2023 | $1,389,189 | -66.8% | 28,184 | -67.0% | 0.43% | -53.3% |
| Q1 2023 | $4,182,701 | -8.9% | 85,448 | -11.5% | 0.91% | -25.1% |
| Q4 2022 | $4,592,344 | -6.0% | 96,579 | -4.5% | 1.22% | -19.0% |
| Q3 2022 | $4,887,000 | -4.1% | 101,132 | -1.2% | 1.50% | +0.5% |
| Q2 2022 | $5,094,000 | +27.7% | 102,319 | +33.7% | 1.50% | +41.5% |
| Q1 2022 | $3,990,000 | +978.4% | 76,540 | +1026.9% | 1.06% | +1014.7% |
| Q4 2021 | $370,000 | – | 6,792 | – | 0.10% | – |
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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% |