ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 312 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $125,381 | -39.6% | 2,690 | -39.0% | 0.01% | -42.9% |
| Q1 2024 | $207,535 | +3.6% | 4,410 | +5.1% | 0.01% | 0.0% |
| Q4 2023 | $200,269 | -51.5% | 4,195 | -54.0% | 0.01% | -56.2% |
| Q3 2023 | $412,683 | +15.5% | 9,110 | +20.3% | 0.03% | +14.3% |
| Q2 2023 | $357,313 | +156.4% | 7,575 | +161.2% | 0.03% | +154.5% |
| Q1 2023 | $139,374 | -60.5% | 2,900 | -61.6% | 0.01% | -65.6% |
| Q4 2022 | $353,121 | +0.6% | 7,555 | 0.0% | 0.03% | -11.1% |
| Q3 2022 | $351,000 | -8.1% | 7,555 | -3.3% | 0.04% | -5.3% |
| Q2 2022 | $382,000 | -19.1% | 7,812 | -14.6% | 0.04% | -11.6% |
| Q1 2022 | $472,000 | +2.2% | 9,147 | +9.3% | 0.04% | +4.9% |
| Q4 2021 | $462,000 | +272.6% | 8,367 | +270.1% | 0.04% | +173.3% |
| Q3 2021 | $124,000 | -0.8% | 2,261 | 0.0% | 0.02% | +25.0% |
| Q2 2021 | $125,000 | +12.6% | 2,261 | +11.1% | 0.01% | +9.1% |
| Q1 2021 | $111,000 | – | 2,035 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Network Wealth Management LLC | 194,054 | $9,070,084 | 4.91% |
| Atlantic Private Wealth, LLC | 70,827 | $3,310,456 | 3.56% |
| Private Ocean, LLC | 565,937 | $26,451,872 | 3.28% |
| Divergent Wealth Advisors | 167,836 | $7,844,647 | 1.97% |
| Omega Financial Group, LLC | 74,246 | $3,485,417 | 1.80% |
| Stewardship Advisors, LLC | 89,788 | $4,196,705 | 1.69% |
| GRAND WEALTH MANAGEMENT, LLC | 50,686 | $2,369,064 | 1.47% |
| Summit Wealth Group, LLC | 26,853 | $1,255 | 1.32% |
| RETIREMENT CAPITAL STRATEGIES | 54,183 | $2,532,513 | 1.24% |
| Sonoma Private Wealth LLC | 10,079 | $471,092 | 1.04% |