ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 229 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $340,120 | +66.4% | 7,508 | +73.2% | 0.00% | – |
| Q2 2023 | $204,434 | -32.4% | 4,334 | -31.2% | 0.00% | – |
| Q1 2023 | $302,586 | +27.7% | 6,296 | +24.2% | 0.00% | – |
| Q4 2022 | $236,972 | -5.6% | 5,070 | -6.2% | 0.00% | – |
| Q3 2022 | $251,000 | +17.3% | 5,404 | +23.5% | 0.00% | – |
| Q2 2022 | $214,000 | +68.5% | 4,375 | +78.1% | 0.00% | – |
| Q1 2022 | $127,000 | -36.8% | 2,456 | -32.5% | 0.00% | – |
| Q4 2021 | $201,000 | +27.2% | 3,639 | +26.8% | 0.00% | – |
| Q3 2021 | $158,000 | -0.6% | 2,871 | 0.0% | 0.00% | – |
| Q2 2021 | $159,000 | +22.3% | 2,871 | +21.2% | 0.00% | – |
| Q1 2021 | $130,000 | +66.7% | 2,368 | +72.1% | 0.00% | – |
| Q4 2020 | $78,000 | +20.0% | 1,376 | +19.5% | 0.00% | – |
| Q3 2020 | $65,000 | 0.0% | 1,151 | 0.0% | 0.00% | – |
| Q2 2020 | $65,000 | – | 1,151 | – | 0.00% | – |
Download | ||||||
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% |