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 | $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% | – |
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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% |