ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,414 | -19.4% | 28,992 | -18.5% | 0.01% | -28.6% |
| Q2 2023 | $1,754 | -2.3% | 35,588 | -3.0% | 0.01% | -12.5% |
| Q1 2023 | $1,795 | -73.9% | 36,674 | -74.6% | 0.01% | -76.5% |
| Q4 2022 | $6,873 | -99.9% | 144,545 | +6.1% | 0.03% | -12.8% |
| Q3 2022 | $6,583,000 | +2.4% | 136,209 | +5.5% | 0.04% | 0.0% |
| Q2 2022 | $6,430,000 | -2.9% | 129,095 | +1.6% | 0.04% | 0.0% |
| Q1 2022 | $6,623,000 | – | 127,046 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT, LLC | 413,160 | $20,153,945 | 21.74% |
| Matson Money. Inc. | 8,558,512 | $417,484,215 | 15.10% |
| PRUDENT INVESTORS NETWORK, INC. | 317,331 | $15,479,382 | 7.25% |
| Boston Standard Wealth Management, LLC | 518,831 | $25,309,000 | 6.68% |
| Stewardship Advisors, LLC | 341,806 | $16,673,311 | 6.51% |
| N.E.W. Advisory Services LLC | 896,064 | $43,710,047 | 6.22% |
| SYON CAPITAL LLC | 990,313 | $48,307,468 | 6.01% |
| Compton Financial Group, LLC | 316,196 | $15,424,078 | 5.86% |
| PENOBSCOT WEALTH MANAGEMENT | 147,101 | $7,176 | 5.44% |
| Kooman & Associates | 212,287 | $10,355,360 | 5.24% |