ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 311 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,879,279 | -30.6% | 59,026 | -29.8% | 0.05% | -28.6% |
| Q2 2023 | $4,147,249 | +3.2% | 84,140 | +2.5% | 0.07% | -4.1% |
| Q1 2023 | $4,019,984 | -15.3% | 82,124 | -17.7% | 0.07% | -19.8% |
| Q4 2022 | $4,743,716 | +79.8% | 99,763 | +82.7% | 0.09% | +51.7% |
| Q3 2022 | $2,639,000 | -53.2% | 54,607 | -51.8% | 0.06% | -52.8% |
| Q2 2022 | $5,644,000 | -6.8% | 113,308 | -2.4% | 0.13% | +7.6% |
| Q1 2022 | $6,053,000 | -7.3% | 116,119 | -3.0% | 0.12% | -4.8% |
| Q4 2021 | $6,528,000 | +6.2% | 119,713 | +7.2% | 0.12% | 0.0% |
| Q3 2021 | $6,145,000 | +17.3% | 111,679 | +17.4% | 0.12% | +18.1% |
| Q2 2021 | $5,240,000 | +6.7% | 95,103 | +6.2% | 0.10% | -2.8% |
| Q1 2021 | $4,912,000 | +24.6% | 89,546 | +27.7% | 0.11% | +18.7% |
| Q4 2020 | $3,941,000 | – | 70,110 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT, LLC | 413,160 | $20,153,945 | 21.74% |
| Matson Money. Inc. | 8,558,512 | $417,484,215 | 15.10% |
| PRUDENT INVESTORS NETWORK, INC. | 317,331 | $15,479,382 | 7.25% |
| Boston Standard Wealth Management, LLC | 518,831 | $25,309,000 | 6.68% |
| Stewardship Advisors, LLC | 341,806 | $16,673,311 | 6.51% |
| N.E.W. Advisory Services LLC | 896,064 | $43,710,047 | 6.22% |
| SYON CAPITAL LLC | 990,313 | $48,307,468 | 6.01% |
| Compton Financial Group, LLC | 316,196 | $15,424,078 | 5.86% |
| PENOBSCOT WEALTH MANAGEMENT | 147,101 | $7,176 | 5.44% |
| Kooman & Associates | 212,287 | $10,355,360 | 5.24% |