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 | $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% | – |
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% |