ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 74 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,404 | +63.4% | 914 | +80.6% | 0.00% | +100.0% |
| Q1 2023 | $25,341 | +7331.4% | 506 | -92.5% | 0.00% | -88.9% |
| Q4 2022 | $341 | -99.9% | 6,777 | -1.3% | 0.01% | 0.0% |
| Q3 2022 | $351,000 | +17.4% | 6,868 | +17.3% | 0.01% | 0.0% |
| Q2 2022 | $299,000 | -38.6% | 5,855 | -39.1% | 0.01% | +50.0% |
| Q1 2022 | $487,000 | +134.1% | 9,619 | +155.6% | 0.01% | +50.0% |
| Q4 2021 | $208,000 | +2.0% | 3,764 | +1.8% | 0.00% | 0.0% |
| Q3 2021 | $204,000 | +7.9% | 3,696 | +7.9% | 0.00% | 0.0% |
| Q2 2021 | $189,000 | +0.5% | 3,424 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $188,000 | +9300.0% | 3,424 | +7862.8% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -77.8% | 43 | -75.0% | 0.00% | -100.0% |
| Q1 2020 | $9,000 | – | 172 | – | 0.00% | – |
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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% |