ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 307 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,598,000 | +32.5% | 123,611 | +37.9% | 0.01% | +37.5% |
Q2 2023 | $4,226,000 | -2.9% | 89,639 | -1.0% | 0.01% | -11.1% |
Q1 2023 | $4,352,000 | +3.9% | 90,531 | +1.0% | 0.01% | -10.0% |
Q4 2022 | $4,188,000 | -4.1% | 89,598 | -4.8% | 0.01% | -16.7% |
Q3 2022 | $4,369,000 | -7.0% | 94,089 | -2.0% | 0.01% | 0.0% |
Q2 2022 | $4,699,000 | +17.0% | 95,994 | +23.3% | 0.01% | +33.3% |
Q1 2022 | $4,016,000 | +16.4% | 77,833 | +24.4% | 0.01% | +12.5% |
Q4 2021 | $3,449,000 | +22.2% | 62,569 | +22.1% | 0.01% | 0.0% |
Q3 2021 | $2,823,000 | +23.9% | 51,226 | +24.1% | 0.01% | +14.3% |
Q2 2021 | $2,279,000 | +35.7% | 41,273 | +34.2% | 0.01% | +40.0% |
Q1 2021 | $1,680,000 | +707.7% | 30,757 | +743.1% | 0.01% | +400.0% |
Q4 2020 | $208,000 | – | 3,648 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Network Wealth Management LLC | 265,704 | $13,721,000 | 7.16% |
Private Ocean, LLC | 505,055 | $26,081,000 | 3.25% |
Atlantic Private Wealth, LLC | 42,738 | $2,207,000 | 2.09% |
Elwood & Goetz Wealth Advisory Group, LLC | 124,250 | $6,416,000 | 1.99% |
Stewardship Advisors, LLC | 97,374 | $5,028,000 | 1.85% |
KilterHowling LLC | 25,558 | $1,319,827 | 1.34% |
Apella Capital, LLC | 161,292 | $8,330,000 | 1.17% |
RETIREMENT CAPITAL STRATEGIES | 57,188 | $2,881,000 | 1.16% |
GRAND WEALTH MANAGEMENT, LLC | 37,768 | $1,950,000 | 0.91% |
Pine Haven Investment Counsel, Inc | 17,606 | $909,000 | 0.89% |