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 | $29,866 | -5.3% | 888 | 0.0% | 0.02% | +12.5% |
| Q2 2023 | $31,525 | -3.6% | 888 | -7.7% | 0.02% | -11.1% |
| Q1 2023 | $32,707 | +3.4% | 962 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $31,630 | +97.7% | 962 | +87.9% | 0.02% | +80.0% |
| Q3 2022 | $16,000 | 0.0% | 512 | +0.2% | 0.01% | +11.1% |
| Q2 2022 | $16,000 | -40.7% | 511 | -28.5% | 0.01% | -40.0% |
| Q1 2022 | $27,000 | – | 715 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 171,386 | $5,975,607 | 3.92% |
| Financial Connections Group, Inc. | 132,006 | $4,688 | 3.07% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1,950,435 | $69,279,449 | 1.89% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 85,273 | $3,028,882 | 1.83% |
| WRAPMANAGER INC | 149,448 | $5,308,393 | 1.63% |
| Parkside Advisors LLC | 105,065 | $3,731,925 | 1.16% |
| REGATTA CAPITAL GROUP, LLC | 101,716 | $3,612,970 | 1.15% |
| HILL ISLAND FINANCIAL LLC | 83,369 | $2,961,267 | 1.12% |
| Laurel Wealth Planning LLC | 40,317 | $1,432 | 1.02% |
| RPg Family Wealth Advisory, LLC | 67,730 | $2,405,770 | 0.96% |