Adero Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 248 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Adero Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$232,017
-63.6%
6,532
-65.2%
0.02%
-67.1%
Q1 2023$637,414
-84.9%
18,753
-85.4%
0.07%
-86.2%
Q4 2022$4,225,824
+2.7%
128,523
+0.4%
0.51%
-2.1%
Q3 2022$4,116,000
+5.1%
127,975
+4.0%
0.52%
-6.3%
Q2 2022$3,915,000
-17.5%
123,037
-1.3%
0.56%
-20.4%
Q1 2022$4,743,000
+9.4%
124,677
+15.9%
0.70%
-2.0%
Q4 2021$4,336,000
+8.2%
107,531
+4.7%
0.71%
-1.7%
Q3 2021$4,007,000
+2.6%
102,721
+6.2%
0.72%
-20.0%
Q2 2021$3,904,000
+13.2%
96,700
+8.1%
0.90%
-41.4%
Q1 2021$3,448,000
+88.2%
89,461
+66.7%
1.54%
-1.8%
Q4 2020$1,832,000
+289.8%
53,677
+203.1%
1.57%
+316.7%
Q3 2020$470,00017,7100.38%
Other shareholders
ISHARES TR shareholders Q2 2021
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