ISHARES TR's ticker is EAOA and the CUSIP is 46436E668.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,000 | +107.7% | 924 | +114.9% | 0.00% | – |
| Q2 2023 | $13,000 | 0.0% | 430 | -4.0% | 0.00% | – |
| Q1 2023 | $13,000 | 0.0% | 448 | -1.5% | 0.00% | – |
| Q4 2022 | $13,000 | +8.3% | 455 | -0.9% | 0.00% | – |
| Q3 2022 | $12,000 | -7.7% | 459 | -2.8% | 0.00% | – |
| Q2 2022 | $13,000 | -18.8% | 472 | -2.7% | 0.00% | – |
| Q1 2022 | $16,000 | +433.3% | 485 | +444.9% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 89 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 89 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | – | 89 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cardinal Point Capital Management ULC | 36,260 | $1,065,304 | 0.28% |
| SAX WEALTH ADVISORS, LLC | 7,600 | $223,285 | 0.04% |
| Koesten, Hirschmann & Crabtree, INC. | 1,660 | $48,771 | 0.04% |
| Moss Adams Wealth Advisors LLC | 1,608 | $47,249 | 0.02% |
| Mascoma Wealth Management LLC | 1,080 | $31,730 | 0.01% |
| CGC Financial Services, LLC | 235 | $6,904 | 0.01% |
| Gould Capital, LLC | 185 | $5,404 | 0.00% |
| JNBA Financial Advisors | 565 | $16,600 | 0.00% |
| Parallel Advisors, LLC | 1,750 | $51,414 | 0.00% |
| Moisand Fitzgerald Tamayo, LLC | 199 | $5,856 | 0.00% |