ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 354 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $83,762 | +5.9% | 2,080 | 0.0% | 0.05% | -1.8% |
Q4 2023 | $79,061 | +13.0% | 2,080 | 0.0% | 0.06% | 0.0% |
Q3 2023 | $69,992 | -5.3% | 2,080 | 0.0% | 0.06% | -1.8% |
Q2 2023 | $73,882 | +4.5% | 2,080 | 0.0% | 0.06% | +3.7% |
Q1 2023 | $70,700 | +3.4% | 2,080 | 0.0% | 0.05% | -3.6% |
Q4 2022 | $68,390 | – | 2,080 | – | 0.06% | – |
Download |
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% |