Sowell Financial Services LLC - ISHARES TR ownership

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
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$665,000
-35.4%
14,311
-23.3%
0.07%
+13.6%
Q4 2021$1,030,000
+1807.4%
18,664
+1800.6%
0.06%
+2850.0%
Q1 2021$54,000
+8.0%
982
+11.7%
0.00%0.0%
Q4 2020$50,000
+2.0%
879
+0.5%
0.00%0.0%
Q3 2020$49,0000.0%875
+0.2%
0.00%
-33.3%
Q2 2020$49,000
+16.7%
873
+14.4%
0.00%0.0%
Q1 2020$42,000
+2.4%
763
+0.4%
0.00%0.0%
Q4 2019$41,000
-2.4%
760
-2.7%
0.00%0.0%
Q3 2019$42,0007810.00%
Other shareholders
ISHARES TR shareholders Q1 2022
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