Shepherd Financial Partners 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
Shepherd Financial Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$487,893
-6.2%
14,499
-1.0%
0.08%
-4.9%
Q2 2023$520,083
+2.7%
14,642
-1.8%
0.08%
-4.7%
Q1 2023$506,637
+2.1%
14,905
-1.2%
0.08%
-5.6%
Q4 2022$496,11815,0890.09%
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