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 | $250,373 | +11.3% | 5,527 | +15.9% | 0.07% | +7.8% |
| Q2 2023 | $224,859 | -1.9% | 4,767 | 0.0% | 0.06% | -13.5% |
| Q1 2023 | $229,102 | +5.8% | 4,767 | +2.9% | 0.07% | -6.3% |
| Q4 2022 | $216,500 | +6.7% | 4,632 | +5.9% | 0.08% | -2.5% |
| Q3 2022 | $203,000 | -5.1% | 4,372 | 0.0% | 0.08% | -5.8% |
| Q2 2022 | $214,000 | – | 4,372 | – | 0.09% | – |
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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% |