ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 345 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $594,697 | -8.6% | 11,913 | -8.6% | 0.04% | -10.4% |
| Q1 2024 | $650,898 | +5.1% | 13,031 | +4.8% | 0.05% | -2.0% |
| Q4 2023 | $619,263 | -4.8% | 12,435 | -6.8% | 0.05% | -21.0% |
| Q3 2023 | $650,823 | +5.1% | 13,342 | +6.2% | 0.06% | -29.5% |
| Q2 2023 | $619,428 | +6.0% | 12,567 | +5.3% | 0.09% | +3.5% |
| Q1 2023 | $584,316 | +8.2% | 11,937 | +5.2% | 0.08% | +7.6% |
| Q4 2022 | $539,788 | +36.7% | 11,352 | +38.8% | 0.08% | +21.5% |
| Q3 2022 | $395,000 | -8.8% | 8,177 | -5.9% | 0.06% | -1.5% |
| Q2 2022 | $433,000 | -5.3% | 8,687 | -0.9% | 0.07% | +8.2% |
| Q1 2022 | $457,000 | +30.2% | 8,762 | +36.2% | 0.06% | +35.6% |
| Q4 2021 | $351,000 | +3.5% | 6,432 | +4.4% | 0.04% | -4.3% |
| Q3 2021 | $339,000 | -0.3% | 6,160 | -0.2% | 0.05% | 0.0% |
| Q2 2021 | $340,000 | +12.6% | 6,175 | +12.1% | 0.05% | +9.3% |
| Q1 2021 | $302,000 | +45.9% | 5,510 | +49.3% | 0.04% | +38.7% |
| Q4 2020 | $207,000 | – | 3,690 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT, LLC | 451,985 | $22,563,091 | 20.99% |
| Matson Money. Inc. | 8,527,040 | $425,669,837 | 14.16% |
| DORVAL Corp | 382,783 | $18,986,059 | 8.37% |
| Boston Standard Wealth Management, LLC | 594,562 | $29,680,000 | 6.52% |
| Trinity Wealth Management, LLC | 254,977 | $12,728,435 | 6.35% |
| Forum Private Client Group LLC | 256,156 | $12,787,304 | 6.08% |
| Financial Gravity Asset Management, Inc. | 488,070 | $24,151,326 | 6.03% |
| PRUDENT INVESTORS NETWORK, INC. | 300,865 | $15,019,198 | 5.43% |
| SYON CAPITAL LLC | 1,171,499 | $58,481,241 | 5.38% |
| Compton Financial Group, LLC | 329,671 | $16,457,176 | 5.34% |