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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $261,317 | +4.5% | 7,357 | +0.0% | 0.13% | -0.7% |
| Q1 2023 | $249,979 | -19.8% | 7,354 | -14.3% | 0.13% | -20.2% |
| Q4 2022 | $311,733 | -13.4% | 8,583 | -20.9% | 0.17% | -19.6% |
| Q3 2022 | $360,000 | -17.2% | 10,851 | -13.7% | 0.21% | -11.8% |
| Q2 2022 | $435,000 | -18.7% | 12,573 | -22.8% | 0.24% | -23.1% |
| Q1 2022 | $535,000 | -12.6% | 16,286 | +7.3% | 0.31% | -1.9% |
| Q4 2021 | $612,000 | – | 15,184 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 142,803 | $4,805 | 5.93% |
| Dunhill Financial, LLC | 190,521 | $6,380,536 | 4.02% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 2,006,299 | $67,511,959 | 1.87% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 84,959 | $2,858,856 | 1.74% |
| WRAPMANAGER INC | 147,970 | $4,979,191 | 1.59% |
| IMPACTfolio, LLC | 65,153 | $2,192,398 | 1.58% |
| Laurel Wealth Planning LLC | 41,861 | $1,409 | 1.10% |
| HILL ISLAND FINANCIAL LLC | 81,564 | $2,744,628 | 1.09% |
| Parkside Advisors LLC | 103,194 | $3,486,105 | 1.08% |
| REGATTA CAPITAL GROUP, LLC | 101,368 | $3,411,048 | 1.08% |