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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $220,425 | -1.9% | 4,673 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $224,584 | +2.8% | 4,673 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $218,416 | -31.5% | 4,673 | -31.9% | 0.00% | -33.3% |
| Q3 2022 | $319,000 | -5.1% | 6,863 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $336,000 | -5.1% | 6,863 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $354,000 | +28.3% | 6,863 | +37.2% | 0.01% | +25.0% |
| Q4 2021 | $276,000 | 0.0% | 5,001 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $276,000 | -0.4% | 5,001 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $277,000 | +1.1% | 5,001 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $274,000 | +14.2% | 5,001 | +17.9% | 0.01% | +25.0% |
| Q4 2020 | $240,000 | 0.0% | 4,243 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $240,000 | – | 4,243 | – | 0.01% | – |
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% |