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 | $36,698 | -51.4% | 752 | -50.9% | 0.00% | – |
| Q2 2023 | $75,529 | +155.8% | 1,532 | +154.1% | 0.00% | – |
| Q1 2023 | $29,525 | +18.7% | 603 | +15.3% | 0.00% | – |
| Q4 2022 | $24,869 | +3.6% | 523 | +4.4% | 0.00% | – |
| Q3 2022 | $24,000 | – | 501 | – | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q1 2022 | $18,000 | -69.0% | 350 | -67.5% | 0.00% | – |
| Q4 2021 | $58,000 | +2800.0% | 1,076 | +2590.0% | 0.00% | – |
| Q3 2021 | $2,000 | -75.0% | 40 | -70.8% | 0.00% | – |
| Q2 2021 | $8,000 | -95.5% | 137 | -95.7% | 0.00% | – |
| Q1 2021 | $176,000 | -2.2% | 3,200 | 0.0% | 0.00% | – |
| Q4 2020 | $180,000 | +10.4% | 3,200 | +9.5% | 0.00% | – |
| Q3 2020 | $163,000 | +482.1% | 2,923 | +488.1% | 0.00% | – |
| Q2 2020 | $28,000 | -34.9% | 497 | -36.4% | 0.00% | – |
| Q1 2020 | $43,000 | – | 782 | +78100.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 1 | -99.7% | 0.00% | – |
| Q2 2019 | $16,000 | -67.3% | 291 | -68.2% | 0.00% | – |
| Q1 2019 | $49,000 | -84.5% | 915 | -84.9% | 0.00% | – |
| Q4 2018 | $317,000 | +1119.2% | 6,068 | +1148.6% | 0.00% | – |
| Q1 2018 | $26,000 | +766.7% | 486 | +767.9% | 0.00% | – |
| Q4 2017 | $3,000 | – | 56 | – | 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% |