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 2024 | $52,953 | +177.2% | 1,375,401 | +189.9% | 0.14% | +168.6% |
| Q1 2024 | $19,106 | +16.7% | 474,446 | +10.1% | 0.05% | +8.5% |
| Q4 2023 | $16,372 | +9.7% | 430,730 | -2.9% | 0.05% | 0.0% |
| Q3 2023 | $14,924 | -2.2% | 443,495 | +3.3% | 0.05% | 0.0% |
| Q2 2023 | $15,255 | +24.7% | 429,472 | +19.3% | 0.05% | +17.5% |
| Q1 2023 | $12,232 | +20.0% | 359,867 | +16.0% | 0.04% | +14.3% |
| Q4 2022 | $10,197 | -95.9% | 310,133 | +3827.2% | 0.04% | +3400.0% |
| Q3 2022 | $249,000 | 0.0% | 7,897 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $249,000 | -3.1% | 7,897 | +17.0% | 0.00% | 0.0% |
| Q1 2022 | $257,000 | – | 6,748 | – | 0.00% | – |
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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% |