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 | $63,020 | -8.9% | 1,407 | -4.0% | 0.00% | 0.0% |
| Q2 2023 | $69,151 | -2.2% | 1,466 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $70,720 | -21.2% | 1,466 | -23.7% | 0.00% | -33.3% |
| Q4 2022 | $89,788 | +4.4% | 1,921 | +2.6% | 0.01% | -14.3% |
| Q3 2022 | $86,000 | -13.1% | 1,873 | -7.0% | 0.01% | -12.5% |
| Q2 2022 | $99,000 | -2.9% | 2,015 | -1.2% | 0.01% | 0.0% |
| Q1 2022 | $102,000 | +2450.0% | 2,039 | +2448.8% | 0.01% | – |
| Q3 2021 | $4,000 | – | 80 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 248,639 | $14,058,000 | 5.73% |
| Private Ocean, LLC | 294,696 | $16,662,000 | 3.36% |
| Financial Network Wealth Management LLC | 56,162 | $3,175,000 | 2.49% |
| RETIREMENT CAPITAL STRATEGIES | 83,333 | $4,712,000 | 1.91% |
| PALLADIEM, LLC | 33,876 | $1,915,000 | 1.79% |
| tru Independence LLC | 9,784 | $553,187,000 | 1.00% |
| Apella Capital, LLC | 46,068 | $2,605,000 | 0.91% |
| Stonehearth Capital Management, LLC | 20,508 | $1,160,000 | 0.65% |
| Mascoma Wealth Management LLC | 19,988 | $1,130,000 | 0.56% |
| Affinity Capital Advisors, LLC | 22,635 | $1,280,000 | 0.52% |