TCWP LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 262 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
TCWP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$507,773
-15.6%
10,894
-14.8%
1.25%
-22.1%
Q1 2024$601,464
-12.4%
12,780
-11.1%
1.60%
-17.5%
Q4 2023$686,604
+31.8%
14,382
+25.0%
1.94%
+388.7%
Q3 2023$520,980
+15.9%
11,501
+20.6%
0.40%
+313.5%
Q2 2023$449,658
+19.9%
9,533
+22.1%
0.10%
+35.2%
Q1 2023$375,108
+594.6%
7,805
+637.0%
0.07%
+610.0%
Q1 2022$54,0001,0590.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 194,054$9,070,0844.91%
Atlantic Private Wealth, LLC 70,827$3,310,4563.56%
Private Ocean, LLC 565,937$26,451,8723.28%
Divergent Wealth Advisors 167,836$7,844,6471.97%
Omega Financial Group, LLC 74,246$3,485,4171.80%
Stewardship Advisors, LLC 89,788$4,196,7051.69%
GRAND WEALTH MANAGEMENT, LLC 50,686$2,369,0641.47%
Summit Wealth Group, LLC 26,853$1,2551.32%
RETIREMENT CAPITAL STRATEGIES 54,183$2,532,5131.24%
Sonoma Private Wealth LLC 10,079$471,0921.04%
View complete list of ISHARES TR shareholders