BerganKDV Wealth Management, LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 405 filers reported holding ISHARES INC in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.5%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q2 2023$791,636
+52.4%
25,028
+51.7%
0.08%
+46.3%
Q1 2023$519,295
+36.8%
16,496
+30.7%
0.05%
+31.7%
Q4 2022$379,634
+2.3%
12,625
-5.7%
0.04%
-6.8%
Q3 2022$371,000
-4.1%
13,395
+11.7%
0.04%0.0%
Q2 2022$387,000
-32.1%
11,993
-22.8%
0.04%
-27.9%
Q1 2022$570,000
-5.0%
15,532
+3.0%
0.06%
-3.2%
Q4 2021$600,000
+10.9%
15,086
+15.6%
0.06%
+3.3%
Q3 2021$541,000
+31.6%
13,050
+43.3%
0.06%
+24.5%
Q2 2021$411,000
+19.5%
9,105
+14.6%
0.05%
+11.4%
Q1 2021$344,000
+855.6%
7,946
+821.8%
0.04%
+780.0%
Q4 2020$36,000
+16.1%
8620.0%0.01%0.0%
Q3 2020$31,0008620.01%
Other shareholders
ISHARES INC shareholders Q4 2020
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