Cornerstone Planning Group LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 347 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cornerstone Planning Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,456
-52.3%
73
-49.7%
0.00%
-50.0%
Q2 2023$5,150
-93.7%
145
-93.9%
0.00%
-94.1%
Q4 2022$81,1482,3610.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
RPg Family Wealth Advisory, LLC 55,184$1,100,921,0000.86%
PICTET BANK & TRUST Ltd 70,000$1,397,0000.78%
Stewardship Advisors, LLC 48,318$964,0000.63%
Affinity Capital Advisors, LLC 37,706$810,0000.59%
Accredited Investors Inc. 93,398$1,863,0000.44%
Blue Edge Capital, LLC 45,745$912,613,0000.33%
CWM, LLC 807,587$32,602,0000.26%
Parkside Advisors LLC 23,288$465,0000.25%
Braun-Bostich & Associates Inc. 10,215$192,0000.24%
VAUGHAN & Co SECURITIES, INC. 7,427$148,168,0000.19%
View complete list of ISHARES TR shareholders