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 | $269,218 | +14.2% | 5,943 | +18.9% | 0.00% | +50.0% |
| Q2 2023 | $235,708 | +10.6% | 4,997 | +9.6% | 0.00% | 0.0% |
| Q4 2022 | $213,181 | -99.9% | 4,561 | -51.1% | 0.00% | 0.0% |
| Q3 2022 | $217,217,000 | +105859.5% | 9,324 | +122.5% | 0.00% | 0.0% |
| Q2 2022 | $205,000 | -8.9% | 4,190 | +2.6% | 0.00% | 0.0% |
| Q3 2021 | $225,000 | – | 4,084 | – | 0.00% | – |
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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% |