West Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 319 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
West Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$235,532
+9.5%
7,163
+2.2%
0.12%
+7.3%
Q3 2022$215,000
-2.3%
7,010
+0.1%
0.11%
+6.9%
Q2 2022$220,000
-23.9%
7,003
-7.8%
0.10%
-11.3%
Q1 2022$289,0007,5970.12%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Invera Wealth Advisors, LLC 90,727$3,592,7703.68%
Balanced Rock Investment Advisors LLC 56,527$2,176,2761.83%
BLUESTEM FINANCIAL ADVISORS, LLC 90,207$3,472,9721.76%
FLPUTNAM INVESTMENT MANAGEMENT CO 2,026,937$78,037,0661.46%
Laurel Wealth Planning LLC 51,244$1,9731.37%
IMPACTfolio, LLC 59,465$2,289,4021.28%
TCWP LLC 12,767$491,5211.21%
WRAPMANAGER INC 108,539$4,178,7521.15%
Parkside Advisors LLC 114,604$4,412,2431.13%
HILL ISLAND FINANCIAL LLC 81,207$3,126,4661.02%
View complete list of ISHARES TR shareholders