Baystate Wealth Management 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
Baystate Wealth Management LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$1,490,847
-2.2%
49,235
+2.1%
0.12%
-1.6%
Q2 2023$1,524,736
-0.5%
48,205
-1.0%
0.12%
-6.0%
Q1 2023$1,532,566
+100992.7%
48,683
-3.4%
0.13%
-4.3%
Q4 2022$1,516
-99.9%
50,419
+12.0%
0.14%
+8.6%
Q3 2022$1,246,000
-5.8%
45,017
+10.0%
0.13%0.0%
Q2 2022$1,323,000
-12.5%
40,942
-0.5%
0.13%
-3.8%
Q1 2022$1,512,000
+1.7%
41,157
+10.1%
0.13%
-0.7%
Q4 2021$1,486,000
-2.5%
37,371
+1.6%
0.13%
-11.3%
Q3 2021$1,524,000
-21.9%
36,767
-15.0%
0.15%
-21.8%
Q2 2021$1,952,000
+39.7%
43,234
+34.0%
0.19%
+30.4%
Q1 2021$1,397,000
+25.5%
32,253
+21.7%
0.15%
+16.5%
Q4 2020$1,113,000
+42.7%
26,504
+21.1%
0.13%
+36.6%
Q3 2020$780,000
+14.7%
21,893
+3.3%
0.09%
+16.2%
Q2 2020$680,000
+21.4%
21,203
+3.7%
0.08%
+8.1%
Q1 2020$560,000
-14.9%
20,449
+11.7%
0.07%
-7.5%
Q4 2019$658,000
+16.5%
18,309
+5.4%
0.08%
+8.1%
Q3 2019$565,000
+5.4%
17,372
+11.5%
0.07%
+5.7%
Q2 2019$536,000
+2.1%
15,583
+3.2%
0.07%
+1.4%
Q1 2019$525,00015,0960.07%
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