Per Stirling Capital Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 347 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Per Stirling Capital Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$295,156
+5.0%
8,771
+10.9%
0.06%
+7.0%
Q2 2023$280,976
+6.7%
7,910
+2.1%
0.06%0.0%
Q1 2023$263,424
-61.8%
7,750
-63.1%
0.06%
-54.8%
Q4 2022$690,41020,9980.13%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 174,008$5,336,0004.50%
HILL ISLAND FINANCIAL LLC 208,552$6,396,0002.97%
FLPUTNAM INVESTMENT MANAGEMENT CO 1,755,782$53,850,0002.09%
IMPACTfolio, LLC 67,736$2,077,0002.03%
WRAPMANAGER INC 178,707$5,481,0001.85%
BLUESTEM FINANCIAL ADVISORS, LLC 83,150$2,550,0001.80%
HARVEST GROUP WEALTH MANAGEMENT, LLC 83,598$2,673,0001.78%
Summit Wealth Group, LLC 34,579$1,061,0001.25%
Stephens Consulting, LLC 42,084$1,290,7301.16%
Accredited Investors Inc. 324,172$9,942,0001.15%
View complete list of ISHARES TR shareholders