WCG Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$820
+13.9%
18,102
+18.6%
0.06%
-28.6%
Q2 2023$720
+33.1%
15,266
+35.7%
0.08%
+21.7%
Q1 2023$541
-99.9%
11,253
+3.8%
0.07%
-1.4%
Q4 2022$506,95310,8460.07%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 237,866$13,159,0007.74%
Private Ocean, LLC 429,363$23,752,0003.11%
Apella Capital, LLC 216,619$11,984,0001.16%
Stewardship Advisors, LLC 53,355$2,952,0001.11%
PALLADIEM, LLC 21,197$1,173,0000.95%
Elwood & Goetz Wealth Advisory Group, LLC 39,215$2,169,0000.82%
Parkside Advisors LLC 40,905$2,263,0000.72%
Stonehearth Capital Management, LLC 22,245$1,231,0000.61%
Affinity Capital Advisors, LLC 32,224$1,783,0000.60%
FINANCIAL MANAGEMENT NETWORK INC 20,247$1,120,0000.57%
View complete list of ISHARES TR shareholders