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 | $2,074,000 | +96725.4% | 45,788 | +0.8% | 0.12% | +4.2% |
| Q2 2023 | $2,142 | -6.2% | 45,403 | -4.5% | 0.12% | -16.3% |
| Q1 2023 | $2,284 | +3.3% | 47,523 | +0.5% | 0.14% | -3.4% |
| Q4 2022 | $2,211 | -99.9% | 47,299 | +0.9% | 0.15% | -7.6% |
| Q3 2022 | $2,178,000 | +2.6% | 46,888 | +8.1% | 0.16% | +4.6% |
| Q2 2022 | $2,122,000 | +2.8% | 43,364 | +8.4% | 0.15% | +15.3% |
| Q1 2022 | $2,065,000 | +1.3% | 39,986 | +8.3% | 0.13% | +1.6% |
| Q4 2021 | $2,039,000 | +0.5% | 36,930 | +0.4% | 0.13% | -40.6% |
| Q3 2021 | $2,029,000 | -0.5% | 36,798 | +0.1% | 0.22% | +43.7% |
| Q2 2021 | $2,040,000 | – | 36,766 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Network Wealth Management LLC | 237,866 | $13,159,000 | 7.74% |
| Private Ocean, LLC | 429,363 | $23,752,000 | 3.11% |
| Apella Capital, LLC | 216,619 | $11,984,000 | 1.16% |
| Stewardship Advisors, LLC | 53,355 | $2,952,000 | 1.11% |
| PALLADIEM, LLC | 21,197 | $1,173,000 | 0.95% |
| Elwood & Goetz Wealth Advisory Group, LLC | 39,215 | $2,169,000 | 0.82% |
| Parkside Advisors LLC | 40,905 | $2,263,000 | 0.72% |
| Stonehearth Capital Management, LLC | 22,245 | $1,231,000 | 0.61% |
| Affinity Capital Advisors, LLC | 32,224 | $1,783,000 | 0.60% |
| FINANCIAL MANAGEMENT NETWORK INC | 20,247 | $1,120,000 | 0.57% |