Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 349 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,050,614
-1.1%
33,321
+15.2%
0.06%
+3.6%
Q2 2023$1,061,816
+100.7%
28,917
+84.7%
0.06%
+77.4%
Q1 2023$529,005
+12.7%
15,656
+23.6%
0.03%
+6.9%
Q4 2022$469,303
+11.5%
12,663
+0.0%
0.03%
-3.3%
Q3 2022$421,000
+50.4%
12,660
+57.3%
0.03%
+50.0%
Q2 2022$280,000
+7.3%
8,049
+1.9%
0.02%0.0%
Q1 2022$261,000
-17.1%
7,900
-6.8%
0.02%
-9.1%
Q4 2021$315,000
-12.3%
8,4730.0%0.02%
-12.0%
Q3 2021$359,0008,4730.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
RPg Family Wealth Advisory, LLC 55,184$1,100,921,0000.86%
PICTET BANK & TRUST Ltd 70,000$1,397,0000.78%
Stewardship Advisors, LLC 48,318$964,0000.63%
Affinity Capital Advisors, LLC 37,706$810,0000.59%
Accredited Investors Inc. 93,398$1,863,0000.44%
Blue Edge Capital, LLC 45,745$912,613,0000.33%
CWM, LLC 807,587$32,602,0000.26%
Parkside Advisors LLC 23,288$465,0000.25%
Braun-Bostich & Associates Inc. 10,215$192,0000.24%
VAUGHAN & Co SECURITIES, INC. 7,427$148,168,0000.19%
View complete list of ISHARES TR shareholders