DFPG INVESTMENTS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 354 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$364,214
-11.1%
9,881
-22.7%
0.03%
-26.3%
Q3 2023$409,567
-54.4%
12,783
-47.0%
0.04%
-53.1%
Q2 2023$897,413
+2.2%
24,124
-6.6%
0.08%
-13.8%
Q1 2023$877,690
+225.0%
25,822
+230.9%
0.09%
+113.6%
Q4 2022$270,0187,8040.04%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Invera Wealth Advisors, LLC 90,727$3,592,7703.68%
Balanced Rock Investment Advisors LLC 56,527$2,176,2761.83%
BLUESTEM FINANCIAL ADVISORS, LLC 90,207$3,472,9721.76%
FLPUTNAM INVESTMENT MANAGEMENT CO 2,026,937$78,037,0661.46%
Laurel Wealth Planning LLC 51,244$1,9731.37%
IMPACTfolio, LLC 59,465$2,289,4021.28%
TCWP LLC 12,767$491,5211.21%
WRAPMANAGER INC 108,539$4,178,7521.15%
Parkside Advisors LLC 114,604$4,412,2431.13%
HILL ISLAND FINANCIAL LLC 81,207$3,126,4661.02%
View complete list of ISHARES TR shareholders