Avidian Wealth Solutions, LLC - 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
Avidian Wealth Solutions, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$251,313
-21.5%
8,300
-18.0%
0.02%
-14.3%
Q2 2023$320,116
-5.0%
10,121
-5.5%
0.02%
+16.7%
Q1 2023$337,071
+2.8%
10,707
-1.8%
0.02%
-14.3%
Q4 2022$327,873
+4.1%
10,904
-4.2%
0.02%
-8.7%
Q3 2022$315,000
-30.3%
11,387
-18.6%
0.02%
-28.1%
Q2 2022$452,000
-57.5%
13,990
-51.7%
0.03%
-50.8%
Q1 2022$1,064,000
+17.6%
28,979
+27.2%
0.06%
+16.1%
Q4 2021$905,000
+36.1%
22,778
+42.0%
0.06%
+9.8%
Q3 2021$665,000
-48.0%
16,045
-43.3%
0.05%
-48.0%
Q2 2021$1,278,000
+0.2%
28,301
-3.9%
0.10%
-10.1%
Q1 2021$1,275,000
-1.8%
29,441
-4.8%
0.11%
-11.4%
Q4 2020$1,298,000
-30.9%
30,918
-41.4%
0.12%
-14.0%
Q3 2020$1,878,000
+159.4%
52,730
+133.6%
0.14%
+45.9%
Q2 2020$724,00022,5750.10%
Other shareholders
ISHARES INC shareholders Q4 2020
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