Institute for Wealth Management, LLC. - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 541 filers reported holding ISHARES INC in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$796,158
+3.3%
26,293
+7.9%
0.14%
+10.8%
Q2 2023$770,608
+3.6%
24,363
+3.1%
0.13%
-8.5%
Q1 2023$743,672
+4.4%
23,624
-0.3%
0.14%
-5.3%
Q4 2022$712,227
+3.2%
23,686
-5.0%
0.15%
-3.2%
Q3 2022$690,000
-9.3%
24,924
+5.8%
0.16%
+4.0%
Q2 2022$761,000
-12.3%
23,549
-0.4%
0.15%
+6.4%
Q1 2022$868,000
+3.2%
23,642
+11.7%
0.14%
+2.2%
Q4 2021$841,000
+3.6%
21,160
+8.0%
0.14%
-4.2%
Q3 2021$812,000
+6.4%
19,597
+16.0%
0.14%
+6.7%
Q2 2021$763,000
+10.1%
16,889
+5.5%
0.13%
+1.5%
Q1 2021$693,000
+34.0%
16,007
+30.0%
0.13%
+28.2%
Q4 2020$517,000
+59.6%
12,314
+35.2%
0.10%
+39.2%
Q3 2020$324,000
+2600.0%
9,106
+2562.6%
0.07%
+2366.7%
Q4 2019$12,0003420.00%
Other shareholders
ISHARES INC shareholders Q4 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 277,122$8,391,2566.05%
High Note Wealth, LLC 275,879$8,353,6033.45%
Ellevest, Inc. 1,450,711$43,927,5363.38%
Laurel Wealth Planning LLC 132,971$4,0263.13%
LFA - Lugano Financial Advisors SA 115,835$3,507,4843.00%
FINANCIAL LIFE ADVISORS 212,706$6,440,7292.77%
Intergy Private Wealth, LLC 138,777$4,202,1692.10%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 431,361$13,061,6321.73%
WRAPMANAGER INC 149,613$4,530,2971.45%
Virtus Investment Advisers, Inc. 67,904$2,056,1331.40%
View complete list of ISHARES INC shareholders