ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 195 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,255 | -4.0% | 4,818 | 0.0% | 0.13% | +3.2% |
| Q2 2023 | $227,265 | -1.9% | 4,818 | 0.0% | 0.13% | -8.7% |
| Q1 2023 | $231,553 | +2.8% | 4,818 | 0.0% | 0.14% | -3.5% |
| Q4 2022 | $225,193 | +0.5% | 4,818 | 0.0% | 0.14% | -7.7% |
| Q3 2022 | $224,000 | -5.1% | 4,818 | 0.0% | 0.16% | +1.3% |
| Q2 2022 | $236,000 | -5.2% | 4,818 | 0.0% | 0.15% | +16.8% |
| Q1 2022 | $249,000 | -6.4% | 4,818 | 0.0% | 0.13% | -4.4% |
| Q4 2021 | $266,000 | +5.6% | 4,818 | +5.5% | 0.14% | -6.2% |
| Q3 2021 | $252,000 | – | 4,568 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Network Wealth Management LLC | 254,243 | $14,016,000 | 8.01% |
| Private Ocean, LLC | 463,469 | $25,551,000 | 3.11% |
| Stewardship Advisors, LLC | 137,315 | $7,570,000 | 2.86% |
| Prostatis Group LLC | 42,237 | $2,328,526 | 1.39% |
| RETIREMENT CAPITAL STRATEGIES | 61,731 | $3,403,000 | 1.31% |
| Apella Capital, LLC | 243,529 | $13,422,000 | 1.10% |
| PALLADIEM, LLC | 21,372 | $1,178,000 | 0.95% |
| ALESCO ADVISORS LLC | 398,610 | $21,975,000 | 0.78% |
| Parkside Advisors LLC | 44,900 | $2,475,000 | 0.77% |
| Elwood & Goetz Wealth Advisory Group, LLC | 36,934 | $2,036,000 | 0.70% |