ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 327 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $294,967 | -2.4% | 7,661 | +2.1% | 0.00% | +50.0% |
| Q1 2024 | $302,245 | +3.4% | 7,505 | -2.4% | 0.00% | 0.0% |
| Q4 2023 | $292,239 | +13.5% | 7,688 | +0.5% | 0.00% | 0.0% |
| Q3 2023 | $257,371 | -7.0% | 7,648 | -1.8% | 0.00% | 0.0% |
| Q2 2023 | $276,736 | -8.3% | 7,791 | -12.2% | 0.00% | 0.0% |
| Q1 2023 | $301,627 | +7.7% | 8,874 | +4.2% | 0.00% | 0.0% |
| Q4 2022 | $280,035 | +36.6% | 8,517 | +27.5% | 0.00% | +100.0% |
| Q3 2022 | $205,000 | – | 6,678 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Invera Wealth Advisors, LLC | 90,727 | $3,592,770 | 3.68% |
| Balanced Rock Investment Advisors LLC | 56,527 | $2,176,276 | 1.83% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 90,207 | $3,472,972 | 1.76% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 2,026,937 | $78,037,066 | 1.46% |
| Laurel Wealth Planning LLC | 51,244 | $1,973 | 1.37% |
| IMPACTfolio, LLC | 59,465 | $2,289,402 | 1.28% |
| TCWP LLC | 12,767 | $491,521 | 1.21% |
| WRAPMANAGER INC | 108,539 | $4,178,752 | 1.15% |
| Parkside Advisors LLC | 114,604 | $4,412,243 | 1.13% |
| HILL ISLAND FINANCIAL LLC | 81,207 | $3,126,466 | 1.02% |