ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 138 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $262,820 | -2.7% | 5,623 | -3.3% | 0.04% | -2.4% |
| Q3 2022 | $270,000 | -4.9% | 5,814 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $284,000 | -1.4% | 5,814 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $288,000 | -10.0% | 5,814 | 0.0% | 0.04% | -10.9% |
| Q4 2021 | $320,000 | +125.4% | 5,814 | +130.9% | 0.05% | +91.7% |
| Q4 2020 | $142,000 | 0.0% | 2,518 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $142,000 | 0.0% | 2,518 | 0.0% | 0.02% | -7.7% |
| Q2 2020 | $142,000 | +2.2% | 2,518 | 0.0% | 0.03% | -13.3% |
| Q1 2020 | $139,000 | +286.1% | 2,518 | +271.4% | 0.03% | +400.0% |
| Q4 2019 | $36,000 | – | 678 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Network Wealth Management LLC | 254,243 | $14,016,000 | 8.01% |
| Private Ocean, LLC | 463,469 | $25,551,000 | 3.11% |
| Stewardship Advisors, LLC | 137,315 | $7,570,000 | 2.86% |
| Prostatis Group LLC | 42,237 | $2,328,526 | 1.39% |
| RETIREMENT CAPITAL STRATEGIES | 61,731 | $3,403,000 | 1.31% |
| Apella Capital, LLC | 243,529 | $13,422,000 | 1.10% |
| PALLADIEM, LLC | 21,372 | $1,178,000 | 0.95% |
| ALESCO ADVISORS LLC | 398,610 | $21,975,000 | 0.78% |
| Parkside Advisors LLC | 44,900 | $2,475,000 | 0.77% |
| Elwood & Goetz Wealth Advisory Group, LLC | 36,934 | $2,036,000 | 0.70% |