ZRC WEALTH MANAGEMENT, LLC - ISHARES TR ownership

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
ZRC WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$13,860
-4.4%
3600.0%0.01%0.0%
Q1 2024$14,498
+19.7%
3600.0%0.01%0.0%
Q4 2023$12,1140.0%3600.0%0.01%
-30.0%
Q3 2023$12,114
-5.3%
3600.0%0.01%
-9.1%
Q2 2023$12,788
+4.5%
3600.0%0.01%0.0%
Q1 2023$12,2373600.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 139,285$5,615,0005.53%
HARVEST GROUP WEALTH MANAGEMENT, LLC 212,158$8,554,0004.80%
IMPACTfolio, LLC 78,992$3,185,0002.79%
FLPUTNAM INVESTMENT MANAGEMENT CO 1,443,750$58,212,0001.78%
WRAPMANAGER INC 173,757$7,006,0001.75%
Northland Capital Management LLC 47,069$1,898,0001.62%
Stephens Consulting, LLC 40,263$1,623,3931.34%
BLUESTEM FINANCIAL ADVISORS, LLC 51,679$2,084,0001.30%
Summit Wealth Group, LLC 24,957$1,006,0001.15%
Sharkey, Howes & Javer 115,644$4,663,0001.05%
View complete list of ISHARES TR shareholders