Neumann Capital Management, LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 10 filers reported holding ISHARES INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Neumann Capital Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$1,116,575
-3.5%
36,875
+0.8%
0.49%
+1.7%
Q2 2023$1,156,551
+1.3%
36,565
+0.8%
0.48%
-4.6%
Q1 2023$1,141,622
+6.7%
36,265
+2.0%
0.50%0.0%
Q4 2022$1,069,440
+23.3%
35,565
+13.5%
0.50%
+12.6%
Q3 2022$867,000
-12.2%
31,345
+2.6%
0.45%
-10.8%
Q2 2022$987,000
+14.2%
30,545
+29.9%
0.50%
+36.2%
Q1 2022$864,000
+20.0%
23,520
+29.8%
0.37%
+25.3%
Q4 2021$720,000
+9.6%
18,120
+14.3%
0.29%
-0.7%
Q3 2021$657,000
+34.6%
15,850
+46.8%
0.30%
+34.7%
Q2 2021$488,00010,8000.22%
Other shareholders
ISHARES INC shareholders Q4 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 262,773$8,311,5136.60%
Octavia Wealth Advisors, LLC 706,358$22,342,0954.54%
High Note Wealth, LLC 276,290$8,739,0453.56%
Ellevest, Inc. 1,403,583$44,395,3443.34%
LFA - Lugano Financial Advisors SA 145,218$4,593,2453.06%
Laurel Wealth Planning LLC 130,621$4,1322.95%
FINANCIAL LIFE ADVISORS 208,574$6,597,1862.75%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 509,807$16,125,0692.26%
Intergy Private Wealth, LLC 142,440$4,505,3902.21%
EQ LLC 82,575$2,611,8632.15%
View complete list of ISHARES INC shareholders