ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 307 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $571,863 | +3.3% | 11,899 | +0.5% | 0.41% | -9.3% |
Q4 2022 | $553,521 | +1.6% | 11,843 | +0.9% | 0.45% | -4.2% |
Q3 2022 | $545,000 | -4.7% | 11,739 | +0.5% | 0.47% | -4.3% |
Q2 2022 | $572,000 | -0.5% | 11,681 | +0.2% | 0.49% | +8.4% |
Q1 2022 | $575,000 | -10.3% | 11,663 | +0.5% | 0.45% | +0.2% |
Q4 2021 | $641,000 | +12.5% | 11,609 | +12.3% | 0.45% | +4.1% |
Q3 2021 | $570,000 | +13.1% | 10,342 | +13.6% | 0.44% | +13.9% |
Q2 2021 | $504,000 | +1.4% | 9,103 | +0.3% | 0.38% | -11.2% |
Q1 2021 | $497,000 | – | 9,078 | – | 0.43% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Network Wealth Management LLC | 244,422 | $10,990 | 5.36% |
Atlantic Private Wealth, LLC | 79,800 | $3,614,958 | 3.65% |
Private Ocean, LLC | 593,180 | $26,871,052 | 3.41% |
Summit Wealth Group, LLC | 50,343 | $2,281 | 2.04% |
One Wealth Advisors, LLC | 199,579 | $9,040,929 | 2.01% |
Affinity Capital Advisors, LLC | 130,502 | $5,911,744 | 1.62% |
Bond & Devick Financial Network, Inc. | 53,091 | $2,405,022 | 1.55% |
Omega Financial Group, LLC | 67,938 | $3,077,599 | 1.50% |
Stewardship Advisors, LLC | 84,394 | $3,823,060 | 1.49% |
Mascoma Wealth Management LLC | 102,837 | $4,658,495 | 1.46% |