ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 349 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,412 | -54.0% | 428 | -51.4% | 0.01% | -45.5% |
| Q2 2023 | $31,304 | +2.2% | 881 | -2.2% | 0.01% | -15.4% |
| Q1 2023 | $30,617 | -54.7% | 901 | -56.2% | 0.01% | -65.8% |
| Q4 2022 | $67,576 | -28.9% | 2,055 | -33.6% | 0.04% | -37.7% |
| Q3 2022 | $95,000 | -10.4% | 3,094 | -8.3% | 0.06% | -1.6% |
| Q2 2022 | $106,000 | -33.3% | 3,373 | -23.1% | 0.06% | -42.1% |
| Q1 2022 | $159,000 | – | 4,389 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 171,386 | $5,975,607 | 3.92% |
| Financial Connections Group, Inc. | 132,006 | $4,688 | 3.07% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1,950,435 | $69,279,449 | 1.89% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 85,273 | $3,028,882 | 1.83% |
| WRAPMANAGER INC | 149,448 | $5,308,393 | 1.63% |
| Parkside Advisors LLC | 105,065 | $3,731,925 | 1.16% |
| REGATTA CAPITAL GROUP, LLC | 101,716 | $3,612,970 | 1.15% |
| HILL ISLAND FINANCIAL LLC | 83,369 | $2,961,267 | 1.12% |
| Laurel Wealth Planning LLC | 40,317 | $1,432 | 1.02% |
| RPg Family Wealth Advisory, LLC | 67,730 | $2,405,770 | 0.96% |