West Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 338 filers reported holding ISHARES TR in Q1 2023. 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 Q1 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 174,008$5,336,0004.50%
HILL ISLAND FINANCIAL LLC 208,552$6,396,0002.97%
FLPUTNAM INVESTMENT MANAGEMENT CO 1,755,782$53,850,0002.09%
IMPACTfolio, LLC 67,736$2,077,0002.03%
WRAPMANAGER INC 178,707$5,481,0001.85%
BLUESTEM FINANCIAL ADVISORS, LLC 83,150$2,550,0001.80%
HARVEST GROUP WEALTH MANAGEMENT, LLC 83,598$2,673,0001.78%
Summit Wealth Group, LLC 34,579$1,061,0001.25%
Stephens Consulting, LLC 42,084$1,290,7301.16%
Accredited Investors Inc. 324,172$9,942,0001.15%
View complete list of ISHARES TR shareholders