Avidian Wealth Solutions, LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 510 filers reported holding ISHARES INC in Q4 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

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 2022
NameSharesValueWeighting ↓
Round Table Services, LLC 251,999$8,584,0002.96%
Ellevest, Inc. 221,062$4,913,0002.34%
CWM, LLC 5,327,081$240,518,0001.92%
Private Ocean, LLC 160,431$5,465,0001.49%
OXFORD FINANCIAL GROUP, LTD. LLC 108,853$3,708,0001.32%
Varma Mutual Pension Insurance Co 1,875,000$63,806,0001.13%
Connecticut Wealth Management, LLC 78,429$2,672,0000.92%
NOTTINGHAM ADVISORS, INC. 174,622$5,948,0000.86%
White Lighthouse Investment Management Inc. 38,390$1,308,0000.60%
Litman Gregory Wealth Management LLC 62,193$2,118,0000.58%
View complete list of ISHARES INC shareholders