UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 554 filers reported holding ISHARES INC in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$2,136,415
-1.6%
70,555
+2.7%
0.01%
+16.7%
Q2 2023$2,171,953
-1.8%
68,667
-2.2%
0.01%0.0%
Q1 2023$2,210,844
+4.4%
70,230
-0.2%
0.01%0.0%
Q4 2022$2,116,686
-2.7%
70,392
-10.5%
0.01%
-7.7%
Q3 2022$2,175,000
-22.6%
78,613
-9.6%
0.01%
-13.3%
Q2 2022$2,810,000
-6.5%
86,980
+6.3%
0.02%0.0%
Q1 2022$3,005,000
-3.1%
81,827
+4.9%
0.02%
+7.1%
Q4 2021$3,101,000
-0.6%
78,014
+3.6%
0.01%
-12.5%
Q3 2021$3,121,000
-1.4%
75,323
+7.4%
0.02%0.0%
Q2 2021$3,166,000
+995.5%
70,126
+952.0%
0.02%
+700.0%
Q1 2021$289,000
-42.0%
6,666
-43.8%
0.00%
-33.3%
Q4 2020$498,000
+113.7%
11,870
+81.5%
0.00%
+50.0%
Q3 2020$233,0006,5390.00%
Other shareholders
ISHARES INC shareholders Q1 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 203,428$6,573,0006.20%
MCIA Inc 246,966$7,972,0003.99%
High Note Wealth, LLC 300,335$9,704,0003.79%
Ellevest, Inc. 1,187,529$38,369,0003.60%
LFA - Lugano Financial Advisors SA 158,709$5,127,0003.58%
Goodwin Investment Advisory 129,700$4,190,593,0003.23%
Private Ocean, LLC 545,422$17,622,0002.71%
Octavia Wealth Advisors, LLC 320,789$10,350,0002.71%
EQ LLC 97,238$3,142,0002.47%
WRAPMANAGER INC 152,697$4,934,0001.54%
View complete list of ISHARES INC shareholders