Venturi Wealth Management, 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
Venturi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$79,126
-52.7%
2,351
-50.1%
0.01%
-53.8%
Q2 2023$167,208
+4.5%
4,7070.0%0.01%0.0%
Q1 2023$160,005
-20.4%
4,707
-26.1%
0.01%
-27.8%
Q2 2022$201,000
-21.8%
6,370
-5.8%
0.02%
-10.0%
Q1 2022$257,000
+4.5%
6,759
+10.7%
0.02%
+5.3%
Q4 2021$246,000
+15.5%
6,108
+11.9%
0.02%
+5.6%
Q3 2021$213,0005,4580.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 142,803$4,8055.93%
Dunhill Financial, LLC 190,521$6,380,5364.02%
FLPUTNAM INVESTMENT MANAGEMENT CO 2,006,299$67,511,9591.87%
BLUESTEM FINANCIAL ADVISORS, LLC 84,959$2,858,8561.74%
WRAPMANAGER INC 147,970$4,979,1911.59%
IMPACTfolio, LLC 65,153$2,192,3981.58%
Laurel Wealth Planning LLC 41,861$1,4091.10%
HILL ISLAND FINANCIAL LLC 81,564$2,744,6281.09%
Parkside Advisors LLC 103,194$3,486,1051.08%
REGATTA CAPITAL GROUP, LLC 101,368$3,411,0481.08%
View complete list of ISHARES TR shareholders