ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 237 filers reported holding ISHARES TR in Q4 2021. 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 | 194,054 | $9,070,084 | 4.91% |
| Atlantic Private Wealth, LLC | 70,827 | $3,310,456 | 3.56% |
| Private Ocean, LLC | 565,937 | $26,451,872 | 3.28% |
| Divergent Wealth Advisors | 167,836 | $7,844,647 | 1.97% |
| Omega Financial Group, LLC | 74,246 | $3,485,417 | 1.80% |
| Stewardship Advisors, LLC | 89,788 | $4,196,705 | 1.69% |
| GRAND WEALTH MANAGEMENT, LLC | 50,686 | $2,369,064 | 1.47% |
| Summit Wealth Group, LLC | 26,853 | $1,255 | 1.32% |
| RETIREMENT CAPITAL STRATEGIES | 54,183 | $2,532,513 | 1.24% |
| Sonoma Private Wealth LLC | 10,079 | $471,092 | 1.04% |