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 | $19,073 | -53.2% | 391 | -52.7% | 0.00% | – |
| Q2 2023 | $40,713 | +699.5% | 826 | +694.2% | 0.00% | – |
| Q1 2023 | $5,092 | +463.9% | 104 | +447.4% | 0.00% | – |
| Q4 2022 | $903 | -95.9% | 19 | -95.9% | 0.00% | – |
| Q3 2022 | $22,000 | -37.1% | 465 | -34.8% | 0.00% | – |
| Q2 2022 | $35,000 | +133.3% | 713 | +150.2% | 0.00% | – |
| Q1 2022 | $15,000 | -21.1% | 285 | -19.3% | 0.00% | – |
| Q4 2021 | $19,000 | -51.3% | 353 | -50.7% | 0.00% | – |
| Q3 2021 | $39,000 | +160.0% | 716 | +171.2% | 0.00% | – |
| Q2 2021 | $15,000 | -97.7% | 264 | -97.8% | 0.00% | – |
| Q1 2021 | $662,000 | -1.3% | 12,075 | +1.1% | 0.00% | – |
| Q4 2020 | $671,000 | +5.5% | 11,940 | +4.4% | 0.00% | – |
| Q3 2020 | $636,000 | +0.6% | 11,434 | +0.7% | 0.00% | – |
| Q2 2020 | $632,000 | +12.7% | 11,357 | +10.6% | 0.00% | – |
| Q1 2020 | $561,000 | -37.7% | 10,268 | -37.5% | 0.00% | – |
| Q4 2019 | $900,000 | -11.6% | 16,434 | -10.0% | 0.00% | – |
| Q3 2019 | $1,018,000 | +3.0% | 18,250 | +0.6% | 0.00% | – |
| Q2 2019 | $988,000 | +125.1% | 18,149 | +121.1% | 0.00% | – |
| Q1 2019 | $439,000 | +6.8% | 8,208 | +4.2% | 0.00% | – |
| Q4 2018 | $411,000 | +8120.0% | 7,874 | +7544.7% | 0.00% | – |
| Q3 2018 | $5,000 | – | 103 | – | 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% |