DFPG INVESTMENTS, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 364 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$1,271,410
+9.2%
26,744
+3.7%
0.10%
-8.3%
Q3 2023$1,164,038
-4.6%
25,793
+0.3%
0.11%
-1.8%
Q2 2023$1,219,994
+72.7%
25,722
+75.0%
0.11%
+44.7%
Q1 2023$706,434
-0.1%
14,699
-0.4%
0.08%
-35.0%
Q4 2022$707,35814,7520.12%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 194,054$9,070,0844.91%
Atlantic Private Wealth, LLC 70,827$3,310,4563.56%
Private Ocean, LLC 565,937$26,451,8723.28%
Divergent Wealth Advisors 167,836$7,844,6471.97%
Omega Financial Group, LLC 74,246$3,485,4171.80%
Stewardship Advisors, LLC 89,788$4,196,7051.69%
GRAND WEALTH MANAGEMENT, LLC 50,686$2,369,0641.47%
Summit Wealth Group, LLC 26,853$1,2551.32%
RETIREMENT CAPITAL STRATEGIES 54,183$2,532,5131.24%
Sonoma Private Wealth LLC 10,079$471,0921.04%
View complete list of ISHARES TR shareholders