ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 320 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $505,322 | -4.0% | 11,155 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $526,181 | +18.6% | 11,155 | +20.9% | 0.00% | +33.3% |
| Q1 2023 | $443,498 | +21.5% | 9,228 | +18.2% | 0.00% | 0.0% |
| Q4 2022 | $365,000 | +75.5% | 7,807 | +74.5% | 0.00% | +50.0% |
| Q3 2022 | $208,000 | -5.0% | 4,475 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $219,000 | -5.2% | 4,475 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $231,000 | – | 4,475 | – | 0.00% | – |
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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% |