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 | $1,844,518 | +1.5% | 37,813 | +2.5% | 0.03% | +4.0% |
Q2 2023 | $1,817,470 | -0.2% | 36,873 | -0.9% | 0.02% | -7.4% |
Q1 2023 | $1,821,381 | -67.0% | 37,209 | -67.9% | 0.03% | -69.3% |
Q4 2022 | $5,516,846 | +10.3% | 116,022 | +12.1% | 0.09% | +2.3% |
Q3 2022 | $5,001,348 | -3.4% | 103,494 | -0.4% | 0.09% | -11.3% |
Q2 2022 | $5,176,000 | -2.7% | 103,909 | +1.8% | 0.10% | +10.2% |
Q1 2022 | $5,320,000 | – | 102,058 | – | 0.09% | – |
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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% |