ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 343 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $720,198 | -4.1% | 18,706 | +0.3% | 0.05% | -1.9% |
| Q1 2024 | $751,111 | +6.0% | 18,652 | +0.0% | 0.05% | -11.9% |
| Q4 2023 | $708,896 | +37.6% | 18,650 | +21.8% | 0.06% | +20.4% |
| Q3 2023 | $515,204 | -11.3% | 15,311 | -6.3% | 0.05% | +8.9% |
| Q2 2023 | $580,704 | -2.3% | 16,349 | -6.5% | 0.04% | -10.0% |
| Q1 2023 | $594,475 | +111224.9% | 17,490 | +7.6% | 0.05% | +4.2% |
| Q4 2022 | $534 | -99.7% | 16,255 | +155.1% | 0.05% | +140.0% |
| Q2 2022 | $201,000 | -15.2% | 6,371 | +8.3% | 0.02% | +5.3% |
| Q1 2022 | $237,000 | 0.0% | 5,881 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $237,000 | – | 5,881 | – | 0.02% | – |
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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% |