ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 307 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,992,065 | +86.2% | 66,050 | +93.9% | 0.01% | +66.7% |
| Q2 2023 | $1,606,705 | +378.6% | 34,062 | +387.6% | 0.00% | +200.0% |
| Q1 2023 | $335,699 | +40.7% | 6,985 | +36.8% | 0.00% | – |
| Q4 2022 | $238,608 | +397.1% | 5,105 | +393.2% | 0.00% | – |
| Q3 2022 | $48,000 | +182.4% | 1,035 | +204.4% | 0.00% | – |
| Q2 2022 | $17,000 | -60.5% | 340 | -59.8% | 0.00% | – |
| Q1 2022 | $43,000 | +138.9% | 845 | +160.0% | 0.00% | – |
| Q4 2021 | $18,000 | +100.0% | 325 | +97.0% | 0.00% | – |
| Q3 2021 | $9,000 | – | 165 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Network Wealth Management LLC | 254,243 | $14,016,000 | 8.01% |
| Private Ocean, LLC | 463,469 | $25,551,000 | 3.11% |
| Stewardship Advisors, LLC | 137,315 | $7,570,000 | 2.86% |
| Prostatis Group LLC | 42,237 | $2,328,526 | 1.39% |
| RETIREMENT CAPITAL STRATEGIES | 61,731 | $3,403,000 | 1.31% |
| Apella Capital, LLC | 243,529 | $13,422,000 | 1.10% |
| PALLADIEM, LLC | 21,372 | $1,178,000 | 0.95% |
| ALESCO ADVISORS LLC | 398,610 | $21,975,000 | 0.78% |
| Parkside Advisors LLC | 44,900 | $2,475,000 | 0.77% |
| Elwood & Goetz Wealth Advisory Group, LLC | 36,934 | $2,036,000 | 0.70% |