Pensionmark Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 349 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$224,819
-40.4%
6,655
-37.3%
0.04%
-38.4%
Q2 2023$377,258
+0.4%
10,621
-3.9%
0.07%
-6.4%
Q1 2023$375,702
+29.9%
11,053
+25.7%
0.08%
+18.2%
Q4 2022$289,127
+14.3%
8,793
+6.8%
0.07%
+10.0%
Q3 2022$253,000
+8.6%
8,237
+23.7%
0.06%
+22.4%
Q2 2022$233,0006,6580.05%
Other shareholders
ISHARES TR shareholders Q4 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