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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,701,154 | -57.3% | 279,901 | -58.5% | 0.00% | 0.0% |
| Q4 2022 | $32,102,146 | +174.7% | 675,124 | +179.2% | 0.00% | 0.0% |
| Q3 2022 | $11,686,000 | +0.5% | 241,811 | +3.6% | 0.00% | 0.0% |
| Q2 2022 | $11,626,000 | +1109.8% | 233,410 | +1166.7% | 0.00% | – |
| Q1 2022 | $961,000 | -82.3% | 18,427 | -81.5% | 0.00% | – |
| Q4 2021 | $5,432,000 | +174.3% | 99,611 | +176.8% | 0.00% | – |
| Q3 2021 | $1,980,000 | -79.7% | 35,986 | -79.7% | 0.00% | -100.0% |
| Q2 2021 | $9,750,000 | +850.3% | 176,945 | +846.5% | 0.00% | – |
| Q1 2021 | $1,026,000 | -87.4% | 18,695 | -87.2% | 0.00% | -100.0% |
| Q3 2020 | $8,118,000 | +9.4% | 145,852 | +9.5% | 0.00% | 0.0% |
| Q2 2020 | $7,418,000 | +1.8% | 133,221 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,286,000 | -7.5% | 133,221 | -7.4% | 0.00% | 0.0% |
| Q4 2019 | $7,881,000 | – | 143,839 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matson Money. Inc. | 7,718,666 | $424,698,000 | 16.41% |
| Boston Standard Wealth Management, LLC | 458,517 | $25,228,000,000 | 7.54% |
| Trinity Wealth Management, LLC | 179,207 | $9,860,000 | 7.46% |
| PRUDENT INVESTORS NETWORK, INC. | 270,805 | $14,900,000 | 7.46% |
| Certified Advisory Corp | 544,090 | $29,936,000 | 7.27% |
| N.E.W. Advisory Services LLC | 685,122 | $37,695,000 | 6.14% |
| Compton Financial Group, LLC | 239,934 | $13,201,000 | 5.63% |
| AMARILLO NATIONAL BANK | 416,547 | $22,918,000 | 4.76% |
| Brown Financial Advisory | 88,114 | $4,848,000 | 3.99% |
| DOHJ, LLC | 147,641 | $8,101,000 | 3.84% |