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 | $204,251 | -4.0% | 4,509 | -0.0% | 0.00% | 0.0% |
| Q2 2023 | $212,812 | +2.9% | 4,511 | +4.9% | 0.00% | 0.0% |
| Q1 2023 | $206,725 | +2.8% | 4,301 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $201,029 | -8.6% | 4,301 | -9.2% | 0.01% | 0.0% |
| Q3 2022 | $220,000 | -4.8% | 4,737 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $231,000 | -9.4% | 4,734 | -4.0% | 0.01% | 0.0% |
| Q1 2022 | $255,000 | -6.2% | 4,929 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $272,000 | +14.8% | 4,928 | +14.8% | 0.01% | 0.0% |
| Q3 2021 | $237,000 | – | 4,294 | – | 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% |