ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 364 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $838,980 | +66.9% | 18,000 | +68.5% | 0.38% | +67.1% |
| Q1 2024 | $502,742 | -1.4% | 10,683 | 0.0% | 0.23% | -9.9% |
| Q4 2023 | $510,006 | +5.4% | 10,683 | 0.0% | 0.25% | -11.8% |
| Q3 2023 | $483,940 | -4.0% | 10,683 | 0.0% | 0.29% | -7.7% |
| Q2 2023 | $503,917 | +9715.3% | 10,683 | 0.0% | 0.31% | +10266.7% |
| Q1 2023 | $5,134 | – | 10,683 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Network Wealth Management LLC | 194,054 | $9,070,084 | 4.91% |
| Atlantic Private Wealth, LLC | 70,827 | $3,310,456 | 3.56% |
| Private Ocean, LLC | 565,937 | $26,451,872 | 3.28% |
| Divergent Wealth Advisors | 167,836 | $7,844,647 | 1.97% |
| Omega Financial Group, LLC | 74,246 | $3,485,417 | 1.80% |
| Stewardship Advisors, LLC | 89,788 | $4,196,705 | 1.69% |
| GRAND WEALTH MANAGEMENT, LLC | 50,686 | $2,369,064 | 1.47% |
| Summit Wealth Group, LLC | 26,853 | $1,255 | 1.32% |
| RETIREMENT CAPITAL STRATEGIES | 54,183 | $2,532,513 | 1.24% |
| Sonoma Private Wealth LLC | 10,079 | $471,092 | 1.04% |