UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 543 filers reported holding ISHARES INC in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q2 2022
NameSharesValueWeighting ↓
High Note Wealth, LLC 356,197$14,310,0004.83%
HawsGoodwin Investment Management LLC 381,505$15,165,0004.42%
IMPACTfolio, LLC 113,635$4,517,0003.96%
MCIA Inc 214,133$8,715,0003.95%
Private Ocean, LLC 826,059$32,836,0003.84%
LFA - Lugano Financial Advisors SA 151,853$6,036,0003.48%
Goodwin Investment Advisory 116,977$4,648,0003.48%
Ellevest, Inc. 912,834$36,161,0003.22%
EQ LLC 105,542$4,195,0002.93%
Keystone Financial Services 139,354$5,540,0002.84%
View complete list of ISHARES INC shareholders