TRUEFG, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 229 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
TRUEFG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$465,910
+0.5%
10,285
+4.6%
0.20%
+1.5%
Q2 2023$463,775
+1.0%
9,832
+2.9%
0.20%
-3.9%
Q1 2023$459,165
+4.5%
9,554
+1.7%
0.21%
-1.0%
Q4 2022$439,216
+0.7%
9,397
+0.1%
0.21%
-9.5%
Q3 2022$436,000
-3.5%
9,392
+1.8%
0.23%0.0%
Q2 2022$452,000
-5.6%
9,228
-0.6%
0.23%
+6.0%
Q1 2022$479,000
+9.4%
9,283
+17.1%
0.22%
+13.0%
Q4 2021$438,000
+0.2%
7,926
+0.1%
0.19%
-2.5%
Q3 2021$437,000
+46.6%
7,918
+47.0%
0.20%
+31.1%
Q2 2021$298,000
+6.0%
5,387
+5.0%
0.15%
-1.3%
Q1 2021$281,000
+22.7%
5,132
+26.5%
0.15%
+11.7%
Q4 2020$229,0004,0560.14%
Other shareholders
ISHARES TR shareholders Q1 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