Connecticut Wealth Management, LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 60 filers reported holding ISHARES INC in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Connecticut Wealth Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$3,810,920
-4.3%
125,8560.0%0.26%
-6.1%
Q2 2023$3,980,825
+4.9%
125,856
+4.4%
0.28%
-3.5%
Q1 2023$3,795,638
+7.1%
120,573
+2.3%
0.29%
-4.7%
Q4 2022$3,544,584
+9.5%
117,878
+0.8%
0.30%
-0.3%
Q3 2022$3,236,000
-16.9%
116,954
-3.0%
0.30%
-11.4%
Q2 2022$3,894,000
+42.2%
120,511
+61.6%
0.34%
+63.2%
Q1 2022$2,738,000
-4.8%
74,556
+3.0%
0.21%
-6.3%
Q4 2021$2,877,000
-2.3%
72,376
+1.9%
0.22%
-13.2%
Q3 2021$2,944,000
-8.2%
71,0400.0%0.26%
-8.9%
Q2 2021$3,207,000
-28.6%
71,040
-20.7%
0.28%
-31.2%
Q1 2021$4,493,000
+0.0%
89,568
-3.7%
0.41%
-14.0%
Q4 2020$4,492,000
+71.3%
93,054
+26.3%
0.48%
+65.1%
Q3 2020$2,623,000
-24.9%
73,650
-20.2%
0.29%
-33.4%
Q2 2020$3,495,000
+76.1%
92,337
+27.3%
0.43%
+46.6%
Q1 2020$1,985,000
-23.8%
72,5070.0%0.30%
+3.1%
Q4 2019$2,605,000
+12.5%
72,507
+1.9%
0.29%
+0.7%
Q3 2019$2,315,000
-4.3%
71,1620.0%0.28%
-4.7%
Q2 2019$2,420,000
-9.4%
71,162
-9.3%
0.30%
-67.3%
Q1 2019$2,672,000
+13.9%
78,429
+2.6%
0.92%
-10.2%
Q4 2018$2,345,000
+126.6%
76,458
+147.3%
1.02%
+122.5%
Q3 2018$1,035,000
+34.2%
30,919
+33.3%
0.46%
+24.1%
Q2 2018$771,000
+73.6%
23,202
+287.9%
0.37%
+46.4%
Q1 2018$444,000
+46.1%
5,981
+51.1%
0.25%
+54.6%
Q4 2017$304,0003,9570.16%
Other shareholders
ISHARES INC shareholders Q1 2018
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