BOURGEON CAPITAL MANAGEMENT LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 480 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 34.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
BOURGEON CAPITAL MANAGEMENT LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$58,835
+5.8%
1,943
+10.5%
0.01%
+7.7%
Q2 2023$55,606
+43.8%
1,758
+43.2%
0.01%
+44.4%
Q1 2023$38,658
+4.7%
1,2280.0%0.01%0.0%
Q4 2022$36,926
+8.6%
1,2280.0%0.01%0.0%
Q3 2022$34,000
-15.0%
1,2280.0%0.01%
-18.2%
Q2 2022$40,000
-9.1%
1,228
+1.4%
0.01%
+10.0%
Q1 2022$44,000
-8.3%
1,2110.0%0.01%0.0%
Q4 2021$48,000
+17.1%
1,211
+22.4%
0.01%
+11.1%
Q3 2021$41,000
-6.8%
989
+1.5%
0.01%0.0%
Q2 2021$44,000
+37.5%
974
+32.0%
0.01%
+28.6%
Q1 2021$32,000
+540.0%
738
+467.7%
0.01%
+600.0%
Q4 2020$5,0001300.00%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
Round Table Services, LLC 251,999$8,584,0002.96%
Ellevest, Inc. 221,062$4,913,0002.34%
CWM, LLC 5,327,081$240,518,0001.92%
Private Ocean, LLC 160,431$5,465,0001.49%
OXFORD FINANCIAL GROUP, LTD. LLC 108,853$3,708,0001.32%
Varma Mutual Pension Insurance Co 1,875,000$63,806,0001.13%
Connecticut Wealth Management, LLC 78,429$2,672,0000.92%
NOTTINGHAM ADVISORS, INC. 174,622$5,948,0000.86%
White Lighthouse Investment Management Inc. 38,390$1,308,0000.60%
Litman Gregory Wealth Management LLC 62,193$2,118,0000.58%
View complete list of ISHARES INC shareholders