MORRIS FINANCIAL CONCEPTS, INC. - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 320 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MORRIS FINANCIAL CONCEPTS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$244,212
-3.5%
5,391
+0.5%
0.16%
-0.6%
Q2 2023$252,973
+30.2%
5,363
+32.6%
0.16%
+19.0%
Q1 2023$194,3554,0440.14%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Stewardship Advisors, LLC 248,639$14,058,0005.73%
Private Ocean, LLC 294,696$16,662,0003.36%
Financial Network Wealth Management LLC 56,162$3,175,0002.49%
RETIREMENT CAPITAL STRATEGIES 83,333$4,712,0001.91%
PALLADIEM, LLC 33,876$1,915,0001.79%
tru Independence LLC 9,784$553,187,0001.00%
Apella Capital, LLC 46,068$2,605,0000.91%
Stonehearth Capital Management, LLC 20,508$1,160,0000.65%
Mascoma Wealth Management LLC 19,988$1,130,0000.56%
Affinity Capital Advisors, LLC 22,635$1,280,0000.52%
View complete list of ISHARES TR shareholders