ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 353 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $156 | -99.9% | 4,764 | +0.4% | 0.00% | 0.0% |
| Q3 2022 | $145,000 | +5.1% | 4,744 | +8.0% | 0.00% | 0.0% |
| Q2 2022 | $138,000 | -16.9% | 4,393 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $166,000 | -5.7% | 4,379 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $176,000 | +55.8% | 4,369 | +49.9% | 0.00% | 0.0% |
| Q3 2021 | $113,000 | +22.8% | 2,915 | +27.3% | 0.00% | 0.0% |
| Q2 2021 | $92,000 | +4.5% | 2,289 | +0.2% | 0.00% | 0.0% |
| Q1 2021 | $88,000 | – | 2,285 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Invera Wealth Advisors, LLC | 90,727 | $3,592,770 | 3.68% |
| Balanced Rock Investment Advisors LLC | 56,527 | $2,176,276 | 1.83% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 90,207 | $3,472,972 | 1.76% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 2,026,937 | $78,037,066 | 1.46% |
| Laurel Wealth Planning LLC | 51,244 | $1,973 | 1.37% |
| IMPACTfolio, LLC | 59,465 | $2,289,402 | 1.28% |
| TCWP LLC | 12,767 | $491,521 | 1.21% |
| WRAPMANAGER INC | 108,539 | $4,178,752 | 1.15% |
| Parkside Advisors LLC | 114,604 | $4,412,243 | 1.13% |
| HILL ISLAND FINANCIAL LLC | 81,207 | $3,126,466 | 1.02% |