ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 327 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $256,988 | -8.2% | 6,675 | -4.0% | 0.17% | -11.5% |
| Q1 2024 | $280,078 | +5.3% | 6,955 | -0.6% | 0.19% | -1.0% |
| Q4 2023 | $265,880 | +13.0% | 6,995 | 0.0% | 0.19% | +5.5% |
| Q3 2023 | $235,382 | -5.3% | 6,995 | 0.0% | 0.18% | -2.7% |
| Q2 2023 | $248,462 | -13.2% | 6,995 | -17.0% | 0.19% | -17.5% |
| Q1 2023 | $286,298 | +7.2% | 8,423 | +3.7% | 0.23% | +3.2% |
| Q4 2022 | $267,084 | +96.4% | 8,123 | +82.8% | 0.22% | +67.4% |
| Q3 2022 | $136,000 | +750.0% | 4,443 | +801.2% | 0.13% | +842.9% |
| Q2 2022 | $16,000 | -15.8% | 493 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $19,000 | -64.2% | 493 | -62.3% | 0.02% | -61.9% |
| Q4 2021 | $53,000 | +32.5% | 1,308 | +26.6% | 0.04% | +23.5% |
| Q3 2021 | $40,000 | -4.8% | 1,033 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $42,000 | +121.1% | 1,033 | +109.1% | 0.04% | +105.9% |
| Q1 2021 | $19,000 | +171.4% | 494 | +142.2% | 0.02% | +183.3% |
| Q4 2020 | $7,000 | – | 204 | – | 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% |