ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 281 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,539,965 | -2.7% | 56,070 | +1.3% | 0.39% | +2.1% |
| Q2 2023 | $2,610,961 | -3.7% | 55,352 | -1.8% | 0.38% | -9.3% |
| Q1 2023 | $2,710,274 | +8.1% | 56,394 | +5.2% | 0.42% | +2.4% |
| Q4 2022 | $2,506,559 | +14.3% | 53,628 | +13.6% | 0.41% | +1.2% |
| Q3 2022 | $2,193,000 | -10.7% | 47,228 | -5.9% | 0.40% | +7.2% |
| Q2 2022 | $2,456,000 | +12.3% | 50,173 | +18.5% | 0.38% | +27.8% |
| Q1 2022 | $2,187,000 | +3.9% | 42,343 | +11.1% | 0.30% | +6.9% |
| Q4 2021 | $2,104,000 | – | 38,112 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Network Wealth Management LLC | 254,243 | $14,016,000 | 8.01% |
| Private Ocean, LLC | 463,469 | $25,551,000 | 3.11% |
| Stewardship Advisors, LLC | 137,315 | $7,570,000 | 2.86% |
| Prostatis Group LLC | 42,237 | $2,328,526 | 1.39% |
| RETIREMENT CAPITAL STRATEGIES | 61,731 | $3,403,000 | 1.31% |
| Apella Capital, LLC | 243,529 | $13,422,000 | 1.10% |
| PALLADIEM, LLC | 21,372 | $1,178,000 | 0.95% |
| ALESCO ADVISORS LLC | 398,610 | $21,975,000 | 0.78% |
| Parkside Advisors LLC | 44,900 | $2,475,000 | 0.77% |
| Elwood & Goetz Wealth Advisory Group, LLC | 36,934 | $2,036,000 | 0.70% |