ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 159 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $441,479 | -21.2% | 9,186 | -23.4% | 0.27% | -25.5% |
| Q4 2022 | $560,272 | +4.3% | 11,987 | +1.0% | 0.37% | +3.1% |
| Q3 2022 | $537,000 | -11.4% | 11,873 | -1.8% | 0.36% | -4.3% |
| Q2 2022 | $606,000 | -3.8% | 12,090 | -0.9% | 0.37% | +4.2% |
| Q1 2022 | $630,000 | -58.8% | 12,204 | -55.9% | 0.36% | -58.3% |
| Q4 2021 | $1,528,000 | +118.6% | 27,673 | +118.3% | 0.86% | +108.8% |
| Q3 2021 | $699,000 | +37.3% | 12,674 | +37.6% | 0.41% | +35.6% |
| Q2 2021 | $509,000 | +78.0% | 9,209 | +76.9% | 0.30% | +69.3% |
| Q1 2021 | $286,000 | +100.0% | 5,205 | +106.1% | 0.18% | +110.6% |
| Q4 2020 | $143,000 | +1.4% | 2,525 | +0.9% | 0.08% | -13.3% |
| Q3 2020 | $141,000 | +907.1% | 2,502 | +888.9% | 0.10% | +716.7% |
| Q2 2020 | $14,000 | -95.7% | 253 | -95.7% | 0.01% | -96.4% |
| Q1 2020 | $326,000 | – | 5,886 | – | 0.33% | – |
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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% |