Neumann Capital 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
Neumann Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$746,318
+9.6%
16,475
+14.2%
0.32%
+15.2%
Q2 2023$680,663
+5.5%
14,430
+7.4%
0.28%
-0.7%
Q1 2023$645,446
+43.0%
13,430
+39.0%
0.28%
+34.0%
Q4 2022$451,508
+32.8%
9,660
+31.8%
0.21%
+21.1%
Q3 2022$340,0007,3300.18%
Other shareholders
ISHARES TR shareholders Q3 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