ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 229 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $688,107 | -4.0% | 15,190 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $716,512 | -24.7% | 15,190 | -23.3% | 0.02% | -29.0% |
| Q1 2023 | $951,972 | +2.8% | 19,808 | 0.0% | 0.03% | -3.1% |
| Q4 2022 | $925,826 | +320.8% | 19,808 | +317.4% | 0.03% | +220.0% |
| Q3 2022 | $220,000 | -6.8% | 4,746 | -1.7% | 0.01% | -9.1% |
| Q2 2022 | $236,000 | -26.0% | 4,826 | -16.4% | 0.01% | -8.3% |
| Q4 2021 | $319,000 | – | 5,774 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Network Wealth Management LLC | 265,704 | $13,721,000 | 7.16% |
| Private Ocean, LLC | 505,055 | $26,081,000 | 3.25% |
| Atlantic Private Wealth, LLC | 42,738 | $2,207,000 | 2.09% |
| Elwood & Goetz Wealth Advisory Group, LLC | 124,250 | $6,416,000 | 1.99% |
| Stewardship Advisors, LLC | 97,374 | $5,028,000 | 1.85% |
| KilterHowling LLC | 25,558 | $1,319,827 | 1.34% |
| Apella Capital, LLC | 161,292 | $8,330,000 | 1.17% |
| RETIREMENT CAPITAL STRATEGIES | 57,188 | $2,881,000 | 1.16% |
| GRAND WEALTH MANAGEMENT, LLC | 37,768 | $1,950,000 | 0.91% |
| Pine Haven Investment Counsel, Inc | 17,606 | $909,000 | 0.89% |