Heritage Wealth Advisors - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 503 filers reported holding ISHARES INC in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$1,017,112
+37.7%
33,590
+43.9%
0.06%
+41.0%
Q2 2023$738,441
+72.8%
23,346
+72.0%
0.04%
+62.5%
Q1 2023$427,240
+6.3%
13,572
+1.5%
0.02%
+4.3%
Q4 2022$401,939
+8.9%
13,367
+0.2%
0.02%
-14.8%
Q3 2022$369,000
+57.0%
13,335
+83.4%
0.03%
+68.8%
Q2 2022$235,000
+99.2%
7,270
+126.8%
0.02%
+128.6%
Q1 2022$118,000
+637.5%
3,206
+691.6%
0.01%
+600.0%
Q4 2021$16,000
-99.9%
405
+11.0%
0.00%0.0%
Q3 2021$15,126,0003650.00%
Other shareholders
ISHARES INC shareholders Q1 2023
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