Advisory Services Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 307 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,712,452
+405.3%
37,802
+426.2%
0.05%
+411.1%
Q2 2023$338,898
-16.3%
7,184
-14.7%
0.01%
-18.2%
Q1 2023$404,883
+45.8%
8,425
+41.9%
0.01%
+22.2%
Q4 2022$277,606
-37.5%
5,939
-37.9%
0.01%
-43.8%
Q3 2022$444,000
-29.3%
9,562
-25.5%
0.02%
-23.8%
Q2 2022$628,000
-74.8%
12,831
-73.4%
0.02%
-71.2%
Q1 2022$2,488,000
-8.0%
48,187
-1.7%
0.07%
-6.4%
Q4 2021$2,705,000
-9.2%
49,014
-9.3%
0.08%
-17.9%
Q3 2021$2,979,000
+3.9%
54,037
+4.3%
0.10%
+5.6%
Q2 2021$2,867,000
+5.6%
51,829
+4.5%
0.09%
-10.9%
Q1 2021$2,715,000
+57.1%
49,618
+62.4%
0.10%
+46.4%
Q4 2020$1,728,000
+8.3%
30,562
+8.2%
0.07%
-8.0%
Q3 2020$1,595,000
+58.5%
28,255
+58.8%
0.08%
+36.4%
Q2 2020$1,006,000
+22.7%
17,795
+20.2%
0.06%
+1.9%
Q1 2020$820,000
+36.0%
14,807
+31.7%
0.05%
+68.8%
Q4 2019$603,00011,2450.03%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 244,422$10,9905.36%
Atlantic Private Wealth, LLC 79,800$3,614,9583.65%
Private Ocean, LLC 593,180$26,871,0523.41%
Summit Wealth Group, LLC 50,343$2,2812.04%
One Wealth Advisors, LLC 199,579$9,040,9292.01%
Affinity Capital Advisors, LLC 130,502$5,911,7441.62%
Bond & Devick Financial Network, Inc. 53,091$2,405,0221.55%
Omega Financial Group, LLC 67,938$3,077,5991.50%
Stewardship Advisors, LLC 84,394$3,823,0601.49%
Mascoma Wealth Management LLC 102,837$4,658,4951.46%
View complete list of ISHARES TR shareholders