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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297 | +14.7% | 6,570 | +19.5% | 0.03% | +21.4% |
| Q2 2023 | $259 | -3.0% | 5,496 | -1.1% | 0.03% | -9.7% |
| Q1 2023 | $267 | +23.6% | 5,558 | +20.3% | 0.03% | +34.8% |
| Q4 2022 | $216 | -97.6% | 4,622 | +2080.2% | 0.02% | +2200.0% |
| Q3 2022 | $9,000 | -18.2% | 212 | -1.4% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | +57.1% | 215 | +87.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | -30.0% | 115 | -36.5% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | +66.7% | 181 | +72.4% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | – | 105 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 248,639 | $14,058,000 | 5.73% |
| Private Ocean, LLC | 294,696 | $16,662,000 | 3.36% |
| Financial Network Wealth Management LLC | 56,162 | $3,175,000 | 2.49% |
| RETIREMENT CAPITAL STRATEGIES | 83,333 | $4,712,000 | 1.91% |
| PALLADIEM, LLC | 33,876 | $1,915,000 | 1.79% |
| tru Independence LLC | 9,784 | $553,187,000 | 1.00% |
| Apella Capital, LLC | 46,068 | $2,605,000 | 0.91% |
| Stonehearth Capital Management, LLC | 20,508 | $1,160,000 | 0.65% |
| Mascoma Wealth Management LLC | 19,988 | $1,130,000 | 0.56% |
| Affinity Capital Advisors, LLC | 22,635 | $1,280,000 | 0.52% |