ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 354 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $809 | -4.4% | 21 | 0.0% | 0.00% | – |
| Q1 2024 | $846 | +6.0% | 21 | 0.0% | 0.00% | – |
| Q4 2023 | $798 | -95.7% | 21 | -96.2% | 0.00% | -100.0% |
| Q3 2023 | $18,749 | -32.1% | 555 | -28.6% | 0.00% | -25.0% |
| Q2 2023 | $27,599 | +8.4% | 777 | +3.7% | 0.00% | 0.0% |
| Q1 2023 | $25,459 | -52.9% | 749 | -43.8% | 0.00% | -50.0% |
| Q2 2021 | $54,000 | +45.9% | 1,332 | +37.6% | 0.01% | +14.3% |
| Q1 2021 | $37,000 | – | 968 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 139,285 | $5,615,000 | 5.53% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 212,158 | $8,554,000 | 4.80% |
| IMPACTfolio, LLC | 78,992 | $3,185,000 | 2.79% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1,443,750 | $58,212,000 | 1.78% |
| WRAPMANAGER INC | 173,757 | $7,006,000 | 1.75% |
| Northland Capital Management LLC | 47,069 | $1,898,000 | 1.62% |
| Stephens Consulting, LLC | 40,263 | $1,623,393 | 1.34% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 51,679 | $2,084,000 | 1.30% |
| Summit Wealth Group, LLC | 24,957 | $1,006,000 | 1.15% |
| Sharkey, Howes & Javer | 115,644 | $4,663,000 | 1.05% |