ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 294 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $268,699,587 | +41.1% | 5,508,397 | +42.6% | 0.03% | +42.9% |
| Q2 2023 | $190,395,342 | +40.7% | 3,862,758 | +39.7% | 0.02% | +31.2% |
| Q1 2023 | $135,305,000 | +165005997.6% | 2,764,142 | +160419.3% | 0.02% | – |
| Q4 2022 | $82 | -99.9% | 1,722 | +2.1% | 0.00% | – |
| Q3 2022 | $82,000 | +134.3% | 1,686 | +141.9% | 0.00% | – |
| Q2 2022 | $35,000 | -70.1% | 697 | -69.1% | 0.00% | – |
| Q1 2022 | $117,000 | +60.3% | 2,255 | +68.3% | 0.00% | – |
| Q4 2021 | $73,000 | -76.1% | 1,340 | -75.9% | 0.00% | – |
| Q3 2021 | $306,000 | -2.2% | 5,562 | -2.3% | 0.00% | – |
| Q2 2021 | $313,000 | +1.0% | 5,691 | +0.7% | 0.00% | – |
| Q1 2021 | $310,000 | -0.6% | 5,650 | +1.6% | 0.00% | – |
| Q4 2020 | $312,000 | -6.9% | 5,559 | -7.3% | 0.00% | – |
| Q3 2020 | $335,000 | -0.3% | 5,999 | -0.8% | 0.00% | – |
| Q2 2020 | $336,000 | +20.0% | 6,046 | +18.2% | 0.00% | – |
| Q1 2020 | $280,000 | +2.6% | 5,115 | +2.9% | 0.00% | – |
| Q4 2019 | $273,000 | -1.8% | 4,971 | -0.2% | 0.00% | – |
| Q3 2019 | $278,000 | +4.1% | 4,983 | +1.4% | 0.00% | – |
| Q2 2019 | $267,000 | +1568.8% | 4,912 | +1565.1% | 0.00% | – |
| Q1 2019 | $16,000 | +6.7% | 295 | 0.0% | 0.00% | – |
| Q4 2018 | $15,000 | – | 295 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 7,492,279 | $412,825,000 | 16.28% |
| Trinity Wealth Management, LLC | 194,011 | $10,690,000 | 8.36% |
| PRUDENT INVESTORS NETWORK, INC. | 264,265 | $14,561,000 | 7.38% |
| Boston Standard Wealth Management, LLC | 438,900 | $24,183,000,000 | 7.32% |
| Certified Advisory Corp | 511,865 | $28,204,000 | 7.09% |
| N.E.W. Advisory Services LLC | 641,650 | $35,325,000 | 5.91% |
| Compton Financial Group, LLC | 229,013 | $12,619,000 | 5.37% |
| Beta Wealth Group, Inc. | 136,112 | $7,499,000 | 5.22% |
| Financial Gravity Asset Management, Inc. | 222,011 | $12,223,000 | 4.38% |
| Blossom Wealth Management | 9,331 | $514,000 | 3.87% |