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 | ||||
---|---|---|---|---|---|---|
Q3 2022 | $1,003,000 | +3.4% | 21,608 | +9.0% | 0.09% | +9.3% |
Q2 2022 | $970,000 | -4.6% | 19,826 | +0.7% | 0.09% | +17.8% |
Q1 2022 | $1,017,000 | +105.0% | 19,694 | +119.0% | 0.07% | +87.2% |
Q4 2021 | $496,000 | 0.0% | 8,993 | 0.0% | 0.04% | -15.2% |
Q3 2021 | $496,000 | -2.4% | 8,993 | -2.1% | 0.05% | +21.1% |
Q2 2021 | $508,000 | +63.9% | 9,187 | +62.2% | 0.04% | +40.7% |
Q1 2021 | $310,000 | -3.1% | 5,663 | +0.1% | 0.03% | -6.9% |
Q4 2020 | $320,000 | +50.2% | 5,655 | +50.1% | 0.03% | +31.8% |
Q3 2020 | $213,000 | – | 3,768 | – | 0.02% | – |
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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% |