GOULD ASSET MANAGEMENT LLC /CA/ - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 405 filers reported holding ISHARES INC in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.5%.

Quarter-by-quarter ownership
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$748,946
-0.5%
24,734
+3.9%
0.21%
+0.5%
Q2 2023$753,047
+11.1%
23,808
+10.6%
0.21%
+8.8%
Q1 2023$677,922
+2.4%
21,535
-2.2%
0.19%
-3.0%
Q4 2022$662,141
+41.8%
22,020
+30.5%
0.20%
+25.2%
Q3 2022$467,000
-1.3%
16,875
+15.3%
0.16%
+4.6%
Q2 2022$473,000
-14.5%
14,630
-2.9%
0.15%
-3.8%
Q1 2022$553,000
-16.2%
15,065
-9.2%
0.16%
-14.6%
Q4 2021$660,000
+15.8%
16,600
+20.7%
0.18%
+5.1%
Q3 2021$570,000
-0.3%
13,755
+8.6%
0.18%
+8.0%
Q2 2021$572,000
+5.0%
12,670
+0.6%
0.16%
-1.8%
Q1 2021$545,000
+5.6%
12,590
+2.4%
0.17%
+5.7%
Q4 2020$516,000
+45.4%
12,300
+23.4%
0.16%
+30.8%
Q3 2020$355,000
+36.5%
9,970
+23.0%
0.12%
+31.9%
Q2 2020$260,000
+15.0%
8,105
-1.9%
0.09%
+5.8%
Q1 2020$226,000
-41.6%
8,260
-23.3%
0.09%
-33.3%
Q4 2019$387,000
+35.3%
10,775
+22.5%
0.13%
+27.7%
Q3 2019$286,000
+37.5%
8,795
+43.8%
0.10%
+34.7%
Q2 2019$208,000
-36.2%
6,115
-37.5%
0.08%
-42.3%
Q3 2018$326,000
+35.3%
9,785
+36.8%
0.13%
+25.0%
Q2 2018$241,000
+6.2%
7,155
+138.5%
0.10%
+4.0%
Q1 2018$227,000
-27.2%
3,000
-28.9%
0.10%
-25.9%
Q4 2017$312,0004,2200.14%
Other shareholders
ISHARES INC shareholders Q4 2020
NameSharesValueWeighting ↓
ONE Advisory Partners, LLC 254,429$10,681,0007.32%
Round Table Services, LLC 527,248$22,134,0006.87%
EQ LLC 143,929$6,042,0005.59%
Tri-Star Advisors Inc. 233,191$10,093,0005.57%
HawsGoodwin Investment Management LLC 422,208$17,724,0005.56%
Stone House Investment Management, LLC 234,637$9,850,0004.96%
Williams Financial, LLC 124,080$5,209,0004.92%
High Note Wealth, LLC 274,003$11,502,0004.88%
PARK AVENUE SECURITIES LLC 4,086,478$171,550,0004.76%
Lineweaver Wealth Advisors, LLC 281,584$11,820,0004.64%
View complete list of ISHARES INC shareholders