ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 354 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,123 | -4.4% | 185 | 0.0% | 0.00% | -50.0% |
| Q1 2024 | $7,450 | +5.9% | 185 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $7,032 | +13.0% | 185 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $6,225 | -5.3% | 185 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,571 | +4.5% | 185 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,288 | +3.4% | 185 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,083 | +1.4% | 185 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 185 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | -12.5% | 185 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $8,000 | -46.7% | 185 | -48.5% | 0.00% | -40.0% |
| Q2 2021 | $15,000 | +7.1% | 359 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | +7.7% | 359 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $13,000 | +30.0% | 359 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 359 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $10,000 | – | 359 | – | 0.01% | – |
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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% |