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 ↓
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