Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 320 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$334,6317,3870.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 265,704$13,721,0007.16%
Private Ocean, LLC 505,055$26,081,0003.25%
Atlantic Private Wealth, LLC 42,738$2,207,0002.09%
Elwood & Goetz Wealth Advisory Group, LLC 124,250$6,416,0001.99%
Stewardship Advisors, LLC 97,374$5,028,0001.85%
KilterHowling LLC 25,558$1,319,8271.34%
Apella Capital, LLC 161,292$8,330,0001.17%
RETIREMENT CAPITAL STRATEGIES 57,188$2,881,0001.16%
GRAND WEALTH MANAGEMENT, LLC 37,768$1,950,0000.91%
Pine Haven Investment Counsel, Inc 17,606$909,0000.89%
View complete list of ISHARES TR shareholders