LAKE STREET ADVISORS GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 263 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
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$2,040,00036,7660.15%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 271,173$14,969,0007.58%
KilterHowling LLC 119,036$6,570,8155.90%
Private Ocean, LLC 510,278$28,167,0003.30%
Atlantic Private Wealth, LLC 59,735$3,297,0002.90%
Stewardship Advisors, LLC 137,934$7,614,0002.74%
Prostatis Group LLC 57,793$3,190,1741.96%
RETIREMENT CAPITAL STRATEGIES 59,654$3,293,0001.21%
Apella Capital, LLC 148,367$8,190,0001.04%
PALLADIEM, LLC 21,372$1,180,0000.95%
GRAND WEALTH MANAGEMENT, LLC 37,955$2,095,0000.94%
View complete list of ISHARES TR shareholders