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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $218,497 | +103.6% | 4,705 | +114.5% | 0.01% | +125.0% |
| Q2 2022 | $107,314 | -65.2% | 2,193 | -63.3% | 0.00% | -63.6% |
| Q1 2022 | $308,507 | -46.9% | 5,974 | -43.3% | 0.01% | -45.0% |
| Q4 2021 | $581,121 | +225.1% | 10,528 | +224.7% | 0.02% | +185.7% |
| Q3 2021 | $178,735 | +239.7% | 3,242 | +240.9% | 0.01% | +250.0% |
| Q2 2021 | $52,609 | -44.2% | 951 | -44.8% | 0.00% | -50.0% |
| Q1 2021 | $94,228 | -85.5% | 1,722 | -85.1% | 0.00% | -87.9% |
| Q4 2020 | $651,643 | +258.9% | 11,525 | +258.5% | 0.03% | +230.0% |
| Q3 2020 | $181,561 | – | 3,215 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 248,639 | $14,058,000 | 5.73% |
| Private Ocean, LLC | 294,696 | $16,662,000 | 3.36% |
| Financial Network Wealth Management LLC | 56,162 | $3,175,000 | 2.49% |
| RETIREMENT CAPITAL STRATEGIES | 83,333 | $4,712,000 | 1.91% |
| PALLADIEM, LLC | 33,876 | $1,915,000 | 1.79% |
| tru Independence LLC | 9,784 | $553,187,000 | 1.00% |
| Apella Capital, LLC | 46,068 | $2,605,000 | 0.91% |
| Stonehearth Capital Management, LLC | 20,508 | $1,160,000 | 0.65% |
| Mascoma Wealth Management LLC | 19,988 | $1,130,000 | 0.56% |
| Affinity Capital Advisors, LLC | 22,635 | $1,280,000 | 0.52% |