Litman Gregory Wealth Management LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 480 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 34.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$4,902,997
-6.2%
161,922
-2.0%
0.51%
-22.4%
Q2 2023$5,227,425
-6.3%
165,268
-10.9%
0.65%
-16.3%
Q4 2022$5,577,533
-31.1%
185,485
-36.6%
0.78%
-39.8%
Q3 2022$8,100,000
-4.7%
292,719
+11.2%
1.30%
+3.5%
Q2 2022$8,503,000
+4.5%
263,160
+18.8%
1.25%
+5.1%
Q1 2022$8,135,000
-5.4%
221,484
+2.4%
1.19%
-18.5%
Q4 2021$8,601,000
-6.2%
216,370
-2.2%
1.46%
-15.4%
Q3 2021$9,167,000
+2.8%
221,217
+2379.7%
1.73%
+3.7%
Q2 2021$8,921,000
+66.8%
8,921
-92.8%
1.66%
+59.0%
Q1 2021$5,347,000
+12.5%
123,449
+9.0%
1.05%
+19.8%
Q4 2020$4,754,000
+21.7%
113,243
+3.3%
0.87%
+8.3%
Q3 2020$3,905,000
+27.5%
109,670
+14.9%
0.81%
+19.4%
Q2 2020$3,063,000
+41.3%
95,466
+20.5%
0.68%
+24.0%
Q1 2020$2,168,000
-26.7%
79,199
-3.8%
0.54%
-17.2%
Q4 2019$2,957,000
+26.3%
82,289
+14.3%
0.66%
+14.8%
Q3 2019$2,342,000
+10.5%
71,980
+15.4%
0.57%
+2.5%
Q2 2019$2,120,000
+0.1%
62,352
+0.3%
0.56%
-3.1%
Q1 2019$2,118,000
+5.1%
62,193
-5.4%
0.58%
-6.8%
Q4 2018$2,016,000
-1.2%
65,738
+7.4%
0.62%
-10.0%
Q3 2018$2,041,000
-54.7%
61,190
-35.6%
0.69%
-61.2%
Q2 2018$4,506,000
+91.0%
94,943
+204.8%
1.78%
+84.7%
Q1 2018$2,359,000
+27.0%
31,154
+23.9%
0.96%
+71.9%
Q4 2017$1,857,000
+11.6%
25,137
+5.0%
0.56%
-31.2%
Q3 2017$1,664,000
+51.5%
23,951
+40.1%
0.81%
+30.1%
Q2 2017$1,098,000
+120.0%
17,097
+109.9%
0.62%
+101.9%
Q1 2017$499,000
+224.0%
8,147
+187.9%
0.31%
+197.1%
Q4 2016$154,0002,8300.10%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
ONE Advisory Partners, LLC 254,429$10,681,0007.32%
Round Table Services, LLC 527,248$22,134,0006.87%
EQ LLC 143,929$6,042,0005.59%
Tri-Star Advisors Inc. 233,191$10,093,0005.57%
HawsGoodwin Investment Management LLC 422,208$17,724,0005.56%
Stone House Investment Management, LLC 234,637$9,850,0004.96%
Williams Financial, LLC 124,080$5,209,0004.92%
High Note Wealth, LLC 274,003$11,502,0004.88%
PARK AVENUE SECURITIES LLC 4,086,478$171,550,0004.76%
Lineweaver Wealth Advisors, LLC 281,584$11,820,0004.64%
View complete list of ISHARES INC shareholders