ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 307 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,736,304 | +5.5% | 38,329 | +9.9% | 0.00% | 0.0% |
| Q2 2023 | $1,645,054 | +8.3% | 34,875 | +10.3% | 0.00% | +50.0% |
| Q1 2023 | $1,519,417 | +15.9% | 31,615 | +12.8% | 0.00% | 0.0% |
| Q4 2022 | $1,310,496 | +78.1% | 28,038 | +76.8% | 0.00% | +100.0% |
| Q3 2022 | $736,000 | +29.1% | 15,857 | +35.4% | 0.00% | 0.0% |
| Q2 2022 | $570,000 | +5.2% | 11,707 | +10.3% | 0.00% | 0.0% |
| Q1 2022 | $542,000 | +2068.0% | 10,616 | +2264.4% | 0.00% | – |
| Q4 2021 | $25,000 | – | 449 | – | 0.00% | – |
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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% |