ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 307 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $702,937 | -4.4% | 15,517 | -0.5% | 0.62% | -1.6% |
Q2 2023 | $735,593 | -3.7% | 15,595 | -1.9% | 0.63% | -15.7% |
Q1 2023 | $764,245 | +13.6% | 15,902 | +10.5% | 0.75% | +4.8% |
Q4 2022 | $672,584 | -1.8% | 14,390 | -2.5% | 0.71% | -13.5% |
Q3 2022 | $685,112 | -24.4% | 14,753 | -20.4% | 0.82% | -19.2% |
Q2 2022 | $906,794 | -31.3% | 18,529 | -27.5% | 1.02% | -24.3% |
Q1 2022 | $1,319,827 | -79.9% | 25,558 | -78.5% | 1.34% | -77.2% |
Q4 2021 | $6,570,815 | – | 119,036 | – | 5.90% | – |
Download |
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% |