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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $56,000 | -1.8% | 989 | -4.3% | 0.04% | -99.3% |
| Q1 2020 | $57,000 | 0.0% | 1,033 | +0.4% | 5.94% | +40.0% |
| Q4 2019 | $57,000 | -1.7% | 1,029 | +0.5% | 4.25% | -3.0% |
| Q3 2019 | $58,000 | +1.8% | 1,024 | -1.5% | 4.38% | +0.9% |
| Q2 2019 | $57,000 | +1.8% | 1,040 | +1.1% | 4.34% | +3.3% |
| Q1 2019 | $56,000 | +3.7% | 1,029 | +0.5% | 4.20% | -7.7% |
| Q4 2018 | $54,000 | -37.9% | 1,024 | -38.1% | 4.55% | -11.8% |
| Q3 2018 | $87,000 | -15.5% | 1,653 | -14.7% | 5.16% | -58.5% |
| Q2 2018 | $103,000 | 0.0% | 1,937 | 0.0% | 12.42% | -0.1% |
| Q1 2018 | $103,000 | – | 1,937 | – | 12.44% | – |
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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% |