Baldrige Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 325 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Baldrige Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$338
+4.6%
9,951
+1.2%
0.14%
-3.5%
Q4 2022$323
-99.9%
9,835
+2.6%
0.14%
+2.9%
Q3 2022$294,000
+1.7%
9,585
+4.6%
0.14%
+6.1%
Q2 2022$289,000
-29.2%
9,165
-14.6%
0.13%
-21.0%
Q1 2022$408,000
-5.3%
10,731
+0.4%
0.17%
-0.6%
Q4 2021$431,000
+13.7%
10,683
+10.0%
0.17%
+6.3%
Q3 2021$379,000
+4.7%
9,712
+8.4%
0.16%
+0.6%
Q2 2021$362,000
+2.0%
8,960
-2.8%
0.16%
-19.1%
Q1 2021$355,000
+3.2%
9,214
-8.5%
0.19%
-4.9%
Q4 2020$344,000
+21.1%
10,071
-6.0%
0.20%
+6.8%
Q3 2020$284,000
+4.4%
10,713
-1.4%
0.19%
-6.8%
Q2 2020$272,000
+30.8%
10,862
+4.4%
0.20%
+13.3%
Q1 2020$208,00010,4060.18%
Other shareholders
ISHARES TR shareholders Q1 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