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 | $312 | +4.7% | 8,091 | +9.3% | 0.01% | 0.0% |
| Q1 2024 | $298 | +4.6% | 7,404 | -1.3% | 0.01% | 0.0% |
| Q4 2023 | $285 | +1.8% | 7,500 | -9.7% | 0.01% | -12.5% |
| Q3 2023 | $280 | -16.4% | 8,310 | -12.0% | 0.02% | -15.8% |
| Q2 2023 | $335 | +4.7% | 9,438 | +0.2% | 0.02% | +5.6% |
| Q1 2023 | $320 | -2.7% | 9,416 | -6.0% | 0.02% | -10.0% |
| Q4 2022 | $329 | -99.9% | 10,020 | +22.7% | 0.02% | +17.6% |
| Q3 2022 | $251,000 | +40.2% | 8,168 | +44.0% | 0.02% | +41.7% |
| Q2 2022 | $179,000 | +6.5% | 5,674 | +28.4% | 0.01% | +9.1% |
| Q1 2022 | $168,000 | +0.6% | 4,420 | +6.9% | 0.01% | +10.0% |
| Q4 2021 | $167,000 | +5.7% | 4,135 | +2.1% | 0.01% | 0.0% |
| Q3 2021 | $158,000 | -5.4% | 4,051 | -2.3% | 0.01% | -9.1% |
| Q2 2021 | $167,000 | +198.2% | 4,147 | +184.8% | 0.01% | +175.0% |
| Q1 2021 | $56,000 | +86.7% | 1,456 | +63.4% | 0.00% | +33.3% |
| Q4 2020 | $30,000 | +150.0% | 891 | +103.0% | 0.00% | +200.0% |
| Q3 2020 | $12,000 | +50.0% | 439 | +41.2% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +33.3% | 311 | +0.3% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | – | 310 | – | 0.00% | – |
Download | ||||||
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% |