Diversified Portfolios, Inc. - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 263 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Diversified Portfolios, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$703,373
-7.0%
15,527
-3.1%
0.13%
-12.5%
Q2 2023$756,182
+1.8%
16,031
+3.7%
0.15%
-7.9%
Q1 2023$742,767
+17.7%
15,455
+14.5%
0.16%
+13.8%
Q4 2022$631,130
+52.4%
13,503
+51.6%
0.14%
+30.6%
Q3 2022$414,0008,9070.11%
Other shareholders
ISHARES TR shareholders Q3 2022
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