EVERGREEN CAPITAL MANAGEMENT LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 10 filers reported holding ISHARES INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$286,692
-31.2%
9,468
-28.1%
0.01%
-23.5%
Q2 2023$416,789
+40.2%
13,177
+39.6%
0.02%
+30.8%
Q1 2023$297,203
-4.4%
9,441
-8.7%
0.01%
-13.3%
Q4 2022$310,804
+11.8%
10,336
+3.0%
0.02%0.0%
Q3 2022$278,000
-6.4%
10,031
+9.3%
0.02%0.0%
Q2 2022$297,000
-28.3%
9,181
-18.6%
0.02%
-11.8%
Q1 2022$414,000
-10.6%
11,281
-3.1%
0.02%
-10.5%
Q4 2021$463,000
+6.7%
11,636
+11.1%
0.02%
-5.0%
Q3 2021$434,000
-5.7%
10,476
+2.7%
0.02%
-9.1%
Q2 2021$460,000
+28.5%
10,196
+23.3%
0.02%
+22.2%
Q1 2021$358,000
+29.7%
8,271
+25.9%
0.02%
+12.5%
Q4 2020$276,0006,5710.02%
Other shareholders
ISHARES INC shareholders Q4 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 262,773$8,311,5136.60%
Octavia Wealth Advisors, LLC 706,358$22,342,0954.54%
High Note Wealth, LLC 276,290$8,739,0453.56%
Ellevest, Inc. 1,403,583$44,395,3443.34%
LFA - Lugano Financial Advisors SA 145,218$4,593,2453.06%
Laurel Wealth Planning LLC 130,621$4,1322.95%
FINANCIAL LIFE ADVISORS 208,574$6,597,1862.75%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 509,807$16,125,0692.26%
Intergy Private Wealth, LLC 142,440$4,505,3902.21%
EQ LLC 82,575$2,611,8632.15%
View complete list of ISHARES INC shareholders