ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 168 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $539,612 | -4.7% | 11,912 | -0.8% | 0.00% | – |
| Q2 2023 | $566,321 | +8.2% | 12,006 | +10.2% | 0.00% | – |
| Q1 2023 | $523,566 | +5.9% | 10,894 | +3.0% | 0.00% | – |
| Q4 2022 | $494,553 | +114.1% | 10,581 | +112.3% | 0.00% | – |
| Q3 2022 | $231,000 | -7.2% | 4,984 | -2.2% | 0.00% | – |
| Q2 2022 | $249,000 | +27.7% | 5,094 | +34.8% | 0.00% | – |
| Q1 2022 | $195,000 | -34.6% | 3,778 | -30.2% | 0.00% | – |
| Q4 2021 | $298,000 | +132.8% | 5,410 | +132.2% | 0.00% | – |
| Q3 2021 | $128,000 | +3100.0% | 2,330 | +3430.3% | 0.00% | – |
| Q1 2021 | $4,000 | – | 66 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Network Wealth Management LLC | 244,422 | $10,990 | 5.36% |
| Atlantic Private Wealth, LLC | 79,800 | $3,614,958 | 3.65% |
| Private Ocean, LLC | 593,180 | $26,871,052 | 3.41% |
| Summit Wealth Group, LLC | 50,343 | $2,281 | 2.04% |
| One Wealth Advisors, LLC | 199,579 | $9,040,929 | 2.01% |
| Affinity Capital Advisors, LLC | 130,502 | $5,911,744 | 1.62% |
| Bond & Devick Financial Network, Inc. | 53,091 | $2,405,022 | 1.55% |
| Omega Financial Group, LLC | 67,938 | $3,077,599 | 1.50% |
| Stewardship Advisors, LLC | 84,394 | $3,823,060 | 1.49% |
| Mascoma Wealth Management LLC | 102,837 | $4,658,495 | 1.46% |