ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 315 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $344,634 | -1.8% | 7,394 | -0.8% | 0.08% | -3.6% |
| Q1 2024 | $350,926 | +7.5% | 7,457 | +9.1% | 0.08% | +3.7% |
| Q4 2023 | $326,398 | -0.2% | 6,837 | -5.3% | 0.08% | -6.9% |
| Q3 2023 | $326,930 | -49.4% | 7,217 | -47.3% | 0.09% | -53.0% |
| Q2 2023 | $646,417 | +1.7% | 13,704 | +3.6% | 0.18% | -10.6% |
| Q1 2023 | $635,449 | +104.3% | 13,222 | +98.7% | 0.21% | +111.2% |
| Q4 2022 | $311,007 | +9.5% | 6,654 | +8.5% | 0.10% | -17.6% |
| Q3 2022 | $284,000 | – | 6,130 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Network Wealth Management LLC | 194,054 | $9,070,084 | 4.91% |
| Atlantic Private Wealth, LLC | 70,827 | $3,310,456 | 3.56% |
| Private Ocean, LLC | 565,937 | $26,451,872 | 3.28% |
| Divergent Wealth Advisors | 167,836 | $7,844,647 | 1.97% |
| Omega Financial Group, LLC | 74,246 | $3,485,417 | 1.80% |
| Stewardship Advisors, LLC | 89,788 | $4,196,705 | 1.69% |
| GRAND WEALTH MANAGEMENT, LLC | 50,686 | $2,369,064 | 1.47% |
| Summit Wealth Group, LLC | 26,853 | $1,255 | 1.32% |
| RETIREMENT CAPITAL STRATEGIES | 54,183 | $2,532,513 | 1.24% |
| Sonoma Private Wealth LLC | 10,079 | $471,092 | 1.04% |