Wells Financial Advisors INC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 234 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Wells Financial Advisors INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$84,0000.0%1,5180.0%0.07%
-5.6%
Q3 2021$84,0000.0%1,5180.0%0.07%0.0%
Q2 2021$84,000
+25.4%
1,518
+24.6%
0.07%
+18.3%
Q1 2021$67,000
-2.9%
1,2180.0%0.06%
+1.7%
Q4 2020$69,0001,2180.06%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 244,422$10,9905.36%
Atlantic Private Wealth, LLC 79,800$3,614,9583.65%
Private Ocean, LLC 593,180$26,871,0523.41%
Summit Wealth Group, LLC 50,343$2,2812.04%
One Wealth Advisors, LLC 199,579$9,040,9292.01%
Affinity Capital Advisors, LLC 130,502$5,911,7441.62%
Bond & Devick Financial Network, Inc. 53,091$2,405,0221.55%
Omega Financial Group, LLC 67,938$3,077,5991.50%
Stewardship Advisors, LLC 84,394$3,823,0601.49%
Mascoma Wealth Management LLC 102,837$4,658,4951.46%
View complete list of ISHARES TR shareholders