Johnson Bixby & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 352 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Johnson Bixby & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$347,501
-4.9%
9,026
-0.5%
0.06%
-7.9%
Q1 2024$365,249
+5.9%
9,070
-0.0%
0.06%
-3.1%
Q4 2023$344,903
+12.4%
9,074
-0.5%
0.06%
+1.6%
Q3 2023$306,888
-6.9%
9,120
-1.7%
0.06%
-5.9%
Q2 2023$329,590
+3.8%
9,279
-0.7%
0.07%
-2.9%
Q1 2023$317,637
+6.9%
9,345
+3.4%
0.07%
+1.4%
Q4 2022$297,202
+17.5%
9,039
+9.5%
0.07%
+7.8%
Q3 2022$253,000
-3.8%
8,258
-1.0%
0.06%0.0%
Q2 2022$263,000
+25.8%
8,340
+51.5%
0.06%
+18.5%
Q1 2022$209,0005,5060.05%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 139,285$5,615,0005.53%
HARVEST GROUP WEALTH MANAGEMENT, LLC 212,158$8,554,0004.80%
IMPACTfolio, LLC 78,992$3,185,0002.79%
FLPUTNAM INVESTMENT MANAGEMENT CO 1,443,750$58,212,0001.78%
WRAPMANAGER INC 173,757$7,006,0001.75%
Northland Capital Management LLC 47,069$1,898,0001.62%
Stephens Consulting, LLC 40,263$1,623,3931.34%
BLUESTEM FINANCIAL ADVISORS, LLC 51,679$2,084,0001.30%
Summit Wealth Group, LLC 24,957$1,006,0001.15%
Sharkey, Howes & Javer 115,644$4,663,0001.05%
View complete list of ISHARES TR shareholders