ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 354 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $578,000 | – | 21,659 | – | 0.05% | – |
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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% |