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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $294,808 | +5.3% | 6,325 | +6.3% | 0.03% | 0.0% |
| Q1 2024 | $280,007 | -58.8% | 5,950 | -58.2% | 0.03% | -61.9% |
| Q4 2023 | $680,295 | +5.4% | 14,250 | 0.0% | 0.08% | -2.3% |
| Q3 2023 | $645,525 | -4.0% | 14,250 | 0.0% | 0.09% | +1.2% |
| Q2 2023 | $672,173 | -2.7% | 14,250 | -0.9% | 0.08% | -6.6% |
| Q1 2023 | $691,103 | +2.8% | 14,380 | 0.0% | 0.09% | -3.2% |
| Q4 2022 | $672,121 | +11102.0% | 14,380 | +21.0% | 0.09% | +9300.0% |
| Q3 2022 | $6,000 | -99.3% | 11,880 | -22.5% | 0.00% | -99.0% |
| Q4 2021 | $845,000 | – | 15,320 | – | 0.10% | – |
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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% |