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 | $92,780 | -9.6% | 1,902 | -8.7% | 0.00% | – |
| Q2 2023 | $102,672 | -4.5% | 2,083 | -5.2% | 0.00% | – |
| Q1 2023 | $107,543 | +196.0% | 2,197 | +187.6% | 0.00% | – |
| Q4 2022 | $36,328 | -1.8% | 764 | 0.0% | 0.00% | – |
| Q3 2022 | $37,000 | -2.6% | 764 | 0.0% | 0.00% | – |
| Q2 2022 | $38,000 | -5.0% | 764 | 0.0% | 0.00% | – |
| Q1 2022 | $40,000 | -4.8% | 764 | 0.0% | 0.00% | – |
| Q4 2021 | $42,000 | 0.0% | 764 | 0.0% | 0.00% | – |
| Q3 2021 | $42,000 | 0.0% | 764 | 0.0% | 0.00% | – |
| Q2 2021 | $42,000 | 0.0% | 764 | 0.0% | 0.00% | – |
| Q1 2021 | $42,000 | -2.3% | 764 | 0.0% | 0.00% | – |
| Q4 2020 | $43,000 | 0.0% | 764 | 0.0% | 0.00% | – |
| Q3 2020 | $43,000 | +104.8% | 764 | +103.7% | 0.00% | – |
| Q1 2020 | $21,000 | 0.0% | 375 | 0.0% | 0.00% | – |
| Q4 2019 | $21,000 | 0.0% | 375 | 0.0% | 0.00% | – |
| Q3 2019 | $21,000 | +5.0% | 375 | 0.0% | 0.00% | – |
| Q2 2019 | $20,000 | +33.3% | 375 | +35.4% | 0.00% | – |
| Q1 2019 | $15,000 | -50.0% | 277 | -52.5% | 0.00% | – |
| Q4 2018 | $30,000 | -94.5% | 583 | -94.4% | 0.00% | -100.0% |
| Q3 2018 | $543,000 | +9.7% | 10,379 | +10.4% | 0.00% | – |
| Q2 2018 | $495,000 | +2.5% | 9,403 | +2.5% | 0.00% | – |
| Q1 2018 | $483,000 | +30.2% | 9,173 | +28.7% | 0.00% | – |
| Q4 2017 | $371,000 | +26.2% | 7,128 | +25.4% | 0.00% | – |
| Q3 2017 | $294,000 | +13.5% | 5,682 | +13.6% | 0.00% | – |
| Q2 2017 | $259,000 | +159.0% | 5,001 | +159.0% | 0.00% | – |
| Q1 2017 | $100,000 | +3.1% | 1,931 | +3.4% | 0.00% | – |
| Q4 2016 | $97,000 | – | 1,868 | – | 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% |