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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,705 | -5.3% | 5,964 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $211,859 | +3.5% | 5,964 | -1.0% | 0.03% | -3.6% |
| Q1 2023 | $204,731 | -19.4% | 6,023 | -10.0% | 0.03% | -37.8% |
| Q1 2022 | $254,000 | -5.9% | 6,690 | -0.1% | 0.04% | -13.5% |
| Q4 2021 | $270,000 | +33.0% | 6,700 | +33.3% | 0.05% | +6.1% |
| Q2 2021 | $203,000 | – | 5,025 | – | 0.05% | – |
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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% |