Kalos Management, Inc. - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 324 filers reported holding ISHARES INC in Q3 2020. The put-call ratio across all filers is 4.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES INC
ValueSharesWeighting
Q4 2021$213,000
+2.9%
5,062
+3.0%
0.06%
-1.7%
Q3 2021$207,000
-9.6%
4,915
-8.4%
0.06%
-36.6%
Q2 2021$229,000
-28.2%
5,364
-27.1%
0.09%
-6.1%
Q1 2021$319,000
+17.3%
7,354
+25.3%
0.10%
-14.7%
Q4 2020$272,000
-4.6%
5,870
-20.2%
0.12%
-8.7%
Q3 2020$285,0007,3600.13%
Other shareholders
ISHARES INC shareholders Q3 2020
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