ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 234 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,724 | -5.0% | 5,027 | -1.1% | 0.03% | +8.3% |
| Q2 2023 | $239,718 | +0.1% | 5,082 | +2.0% | 0.02% | -7.7% |
| Q1 2023 | $239,435 | +5.5% | 4,982 | +2.6% | 0.03% | -7.1% |
| Q4 2022 | $227,016 | -7.7% | 4,857 | -8.5% | 0.03% | -12.5% |
| Q3 2022 | $246,000 | -8.9% | 5,307 | -3.6% | 0.03% | -3.0% |
| Q2 2022 | $270,000 | -6.9% | 5,507 | -2.0% | 0.03% | -8.3% |
| Q1 2022 | $290,000 | +34.3% | 5,622 | +43.6% | 0.04% | +38.5% |
| Q4 2021 | $216,000 | – | 3,915 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Network Wealth Management LLC | 215,404 | $10,121 | 4.68% |
| Atlantic Private Wealth, LLC | 79,786 | $3,763,525 | 3.83% |
| Private Ocean, LLC | 584,407 | $27,566,478 | 3.49% |
| Omega Financial Group, LLC | 76,205 | $3,594,598 | 1.65% |
| Bond & Devick Financial Network, Inc. | 50,329 | $2,374,019 | 1.47% |
| GRAND WEALTH MANAGEMENT, LLC | 51,082 | $2,409,538 | 1.43% |
| Mascoma Wealth Management LLC | 100,018 | $4,670,846 | 1.43% |
| Better Money Decisions, LLC | 33,690 | $1,589,175 | 1.30% |
| Brewster Financial Planning LLC | 23,551 | $1,110,901 | 1.07% |
| ALESCO ADVISORS LLC | 591,412 | $27,896,904 | 1.00% |