LVW Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 251 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LVW Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$452,000
-1.7%
11,577
+1.7%
0.08%
-4.9%
Q2 2021$460,000
+8.7%
11,383
+3.8%
0.08%
+1.2%
Q1 2021$423,000
-10.8%
10,968
-21.1%
0.08%
-14.7%
Q4 2020$474,000
+25.1%
13,901
-2.7%
0.10%
+13.1%
Q3 2020$379,000
+8.9%
14,285
+2.9%
0.08%0.0%
Q2 2020$348,00013,8760.08%
Other shareholders
ISHARES TR shareholders Q2 2021
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