Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 325 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$455,000
+124900.0%
12,819
+15.9%
0.02%
+4.2%
Q4 2022$364
-100.0%
11,058
-48.4%
0.02%
-52.0%
Q4 2021$864,000
+25.2%
21,423
+21.1%
0.05%
+6.4%
Q3 2021$690,000
-49.5%
17,687
-47.7%
0.05%
-47.8%
Q2 2021$1,365,000
+8.2%
33,804
+6.6%
0.09%
+104.5%
Q1 2021$1,262,000
+67.6%
31,720
+43.8%
0.04%
+37.5%
Q4 2020$753,000
+26.1%
22,055
-2.1%
0.03%
+6.7%
Q3 2020$597,000
+6.4%
22,519
+0.7%
0.03%
-3.2%
Q2 2020$561,000
+31.4%
22,371
+4.5%
0.03%
-3.1%
Q1 2020$427,000
-33.8%
21,403
-4.0%
0.03%
-34.7%
Q4 2019$645,000
+11.6%
22,299
+3.0%
0.05%
+2.1%
Q3 2019$578,00021,6590.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Dunhill Financial, LLC 171,386$5,975,6073.92%
Financial Connections Group, Inc. 132,006$4,6883.07%
FLPUTNAM INVESTMENT MANAGEMENT CO 1,950,435$69,279,4491.89%
BLUESTEM FINANCIAL ADVISORS, LLC 85,273$3,028,8821.83%
WRAPMANAGER INC 149,448$5,308,3931.63%
Parkside Advisors LLC 105,065$3,731,9251.16%
REGATTA CAPITAL GROUP, LLC 101,716$3,612,9701.15%
HILL ISLAND FINANCIAL LLC 83,369$2,961,2671.12%
Laurel Wealth Planning LLC 40,317$1,4321.02%
RPg Family Wealth Advisory, LLC 67,730$2,405,7700.96%
View complete list of ISHARES TR shareholders