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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,903 | -5.3% | 1,097 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $38,954 | +7.1% | 1,097 | +2.5% | 0.00% | 0.0% |
| Q1 2023 | $36,359 | +19.6% | 1,070 | +15.7% | 0.00% | 0.0% |
| Q4 2022 | $30,401 | +16.9% | 925 | +10.9% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | 0.0% | 834 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $26,000 | -18.8% | 834 | +0.4% | 0.00% | -20.0% |
| Q1 2022 | $32,000 | +88.2% | 831 | +101.7% | 0.01% | +66.7% |
| Q4 2021 | $17,000 | +30.8% | 412 | +23.7% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 333 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | 0.0% | 333 | +0.6% | 0.00% | -25.0% |
| Q1 2021 | $13,000 | +18.2% | 331 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | +37.5% | 331 | +12.6% | 0.00% | +33.3% |
| Q3 2020 | $8,000 | +14.3% | 294 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | – | 294 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 174,008 | $5,336,000 | 4.50% |
| HILL ISLAND FINANCIAL LLC | 208,552 | $6,396,000 | 2.97% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1,755,782 | $53,850,000 | 2.09% |
| IMPACTfolio, LLC | 67,736 | $2,077,000 | 2.03% |
| WRAPMANAGER INC | 178,707 | $5,481,000 | 1.85% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 83,150 | $2,550,000 | 1.80% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 83,598 | $2,673,000 | 1.78% |
| Summit Wealth Group, LLC | 34,579 | $1,061,000 | 1.25% |
| Stephens Consulting, LLC | 42,084 | $1,290,730 | 1.16% |
| Accredited Investors Inc. | 324,172 | $9,942,000 | 1.15% |