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 | $211,242 | -2.2% | 4,331 | -1.1% | 0.02% | 0.0% |
| Q2 2023 | $215,915 | -2.9% | 4,381 | -3.5% | 0.02% | -13.8% |
| Q1 2023 | $222,257 | -4.6% | 4,541 | -7.3% | 0.03% | -14.7% |
| Q4 2022 | $233,043 | -2.5% | 4,901 | -1.0% | 0.03% | -12.8% |
| Q3 2022 | $239,000 | -4.4% | 4,950 | -1.5% | 0.04% | -4.9% |
| Q2 2022 | $250,000 | -8.4% | 5,025 | -4.1% | 0.04% | -2.4% |
| Q1 2022 | $273,000 | -8.4% | 5,238 | -4.2% | 0.04% | -6.7% |
| Q4 2021 | $298,000 | -0.7% | 5,468 | +0.4% | 0.04% | -10.0% |
| Q3 2021 | $300,000 | -1.3% | 5,444 | -1.4% | 0.05% | -5.7% |
| Q2 2021 | $304,000 | -5.0% | 5,521 | -5.3% | 0.05% | -15.9% |
| Q1 2021 | $320,000 | +9.6% | 5,828 | +12.2% | 0.06% | +1.6% |
| Q4 2020 | $292,000 | +11.5% | 5,196 | +10.4% | 0.06% | -4.6% |
| Q3 2020 | $262,000 | -9.0% | 4,705 | -9.0% | 0.06% | -25.3% |
| Q2 2020 | $288,000 | +4.0% | 5,173 | +2.2% | 0.09% | -38.7% |
| Q1 2020 | $277,000 | +319.7% | 5,064 | +319.9% | 0.14% | +373.3% |
| Q4 2019 | $66,000 | – | 1,206 | – | 0.03% | – |
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% |