ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 138 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,959,000 | +24.1% | 109,472 | +29.2% | 0.00% | 0.0% |
| Q2 2023 | $3,997,000 | +10.6% | 84,736 | +12.7% | 0.00% | 0.0% |
| Q1 2023 | $3,614,000 | +26.5% | 75,170 | +23.0% | 0.00% | 0.0% |
| Q4 2022 | $2,857,000 | +32.2% | 61,131 | +31.4% | 0.00% | 0.0% |
| Q3 2022 | $2,161,000 | -7.2% | 46,523 | -2.2% | 0.00% | 0.0% |
| Q2 2022 | $2,328,000 | -7.6% | 47,562 | -2.5% | 0.00% | 0.0% |
| Q1 2022 | $2,519,000 | -12.6% | 48,762 | -6.6% | 0.00% | 0.0% |
| Q4 2021 | $2,883,000 | +21.6% | 52,228 | +21.5% | 0.00% | 0.0% |
| Q3 2021 | $2,370,000 | -1.2% | 42,985 | -0.9% | 0.00% | 0.0% |
| Q2 2021 | $2,399,000 | +27.1% | 43,382 | +25.8% | 0.00% | 0.0% |
| Q1 2021 | $1,887,000 | -3.1% | 34,481 | +0.1% | 0.00% | 0.0% |
| Q4 2020 | $1,948,000 | +12.7% | 34,446 | +12.6% | 0.00% | 0.0% |
| Q3 2020 | $1,728,000 | +1.5% | 30,602 | +1.6% | 0.00% | 0.0% |
| Q2 2020 | $1,702,000 | +89.7% | 30,109 | +85.9% | 0.00% | – |
| Q1 2020 | $897,000 | +270.7% | 16,200 | +258.9% | 0.00% | – |
| Q4 2019 | $242,000 | +30.8% | 4,514 | +32.1% | 0.00% | – |
| Q3 2019 | $185,000 | +86.9% | 3,418 | +85.0% | 0.00% | – |
| Q2 2019 | $99,000 | +3.1% | 1,848 | 0.0% | 0.00% | – |
| Q1 2019 | $96,000 | – | 1,848 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 248,639 | $14,058,000 | 5.73% |
| Private Ocean, LLC | 294,696 | $16,662,000 | 3.36% |
| Financial Network Wealth Management LLC | 56,162 | $3,175,000 | 2.49% |
| RETIREMENT CAPITAL STRATEGIES | 83,333 | $4,712,000 | 1.91% |
| PALLADIEM, LLC | 33,876 | $1,915,000 | 1.79% |
| tru Independence LLC | 9,784 | $553,187,000 | 1.00% |
| Apella Capital, LLC | 46,068 | $2,605,000 | 0.91% |
| Stonehearth Capital Management, LLC | 20,508 | $1,160,000 | 0.65% |
| Mascoma Wealth Management LLC | 19,988 | $1,130,000 | 0.56% |
| Affinity Capital Advisors, LLC | 22,635 | $1,280,000 | 0.52% |