LAKE STREET ADVISORS GROUP, 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
LAKE STREET ADVISORS GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,071,000
+94678.8%
31,8130.0%0.06%
+3.2%
Q2 2023$1,130
+35.5%
31,813
+29.7%
0.06%
+19.2%
Q1 2023$834
+15.8%
24,535
+12.1%
0.05%
+10.6%
Q4 2022$72021,8960.05%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
RPg Family Wealth Advisory, LLC 55,184$1,100,921,0000.86%
PICTET BANK & TRUST Ltd 70,000$1,397,0000.78%
Stewardship Advisors, LLC 48,318$964,0000.63%
Affinity Capital Advisors, LLC 37,706$810,0000.59%
Accredited Investors Inc. 93,398$1,863,0000.44%
Blue Edge Capital, LLC 45,745$912,613,0000.33%
CWM, LLC 807,587$32,602,0000.26%
Parkside Advisors LLC 23,288$465,0000.25%
Braun-Bostich & Associates Inc. 10,215$192,0000.24%
VAUGHAN & Co SECURITIES, INC. 7,427$148,168,0000.19%
View complete list of ISHARES TR shareholders