ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 267 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,491,341 | +1.3% | 53,451 | +2.2% | 0.06% | -1.8% |
| Q1 2024 | $2,460,347 | -6.4% | 52,281 | -5.0% | 0.06% | -10.9% |
| Q4 2023 | $2,627,992 | +5.0% | 55,048 | -0.3% | 0.06% | -3.0% |
| Q3 2023 | $2,502,236 | -8.5% | 55,237 | -4.7% | 0.07% | -5.7% |
| Q2 2023 | $2,733,643 | +94.5% | 57,953 | +98.2% | 0.07% | +84.2% |
| Q1 2023 | $1,405,130 | -16.0% | 29,237 | -18.3% | 0.04% | -28.3% |
| Q4 2022 | $1,672,825 | -27.2% | 35,790 | -27.6% | 0.05% | -24.3% |
| Q3 2022 | $2,297,000 | – | 49,453 | – | 0.07% | – |
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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% |