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 | $1,184,768 | +199.0% | 24,288 | +202.1% | 0.00% | – |
| Q2 2023 | $396,242 | +0.7% | 8,039 | 0.0% | 0.00% | – |
| Q1 2023 | $393,509 | -59.6% | 8,039 | -60.7% | 0.00% | – |
| Q4 2022 | $973,538 | +3.3% | 20,474 | +5.0% | 0.00% | – |
| Q3 2022 | $942,000 | -2.1% | 19,506 | +1.0% | 0.00% | – |
| Q2 2022 | $962,000 | -10.0% | 19,311 | -5.9% | 0.00% | – |
| Q1 2022 | $1,069,000 | -3.4% | 20,519 | +1.1% | 0.00% | – |
| Q4 2021 | $1,107,000 | -4.3% | 20,294 | -3.5% | 0.00% | – |
| Q3 2021 | $1,157,000 | +1.1% | 21,035 | +1.3% | 0.00% | – |
| Q2 2021 | $1,144,000 | +52.5% | 20,755 | +51.8% | 0.00% | – |
| Q1 2021 | $750,000 | +49.4% | 13,672 | +53.1% | 0.00% | – |
| Q4 2020 | $502,000 | +1.0% | 8,929 | 0.0% | 0.00% | – |
| Q3 2020 | $497,000 | 0.0% | 8,929 | 0.0% | 0.00% | – |
| Q2 2020 | $497,000 | +1.8% | 8,929 | 0.0% | 0.00% | – |
| Q1 2020 | $488,000 | -0.2% | 8,929 | 0.0% | 0.00% | – |
| Q4 2019 | $489,000 | -1.8% | 8,929 | 0.0% | 0.00% | – |
| Q3 2019 | $498,000 | +2.5% | 8,929 | 0.0% | 0.00% | – |
| Q2 2019 | $486,000 | -0.4% | 8,929 | -5.4% | 0.00% | – |
| Q3 2017 | $488,000 | – | 9,437 | – | 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% |