Mascoma Wealth 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
Mascoma Wealth Management LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$538,348
-0.8%
17,779
+5.0%
0.17%
+1.2%
Q2 2023$542,895
+3.6%
16,939
+0.5%
0.17%
+8.5%
Q1 2023$524,246
+7.5%
16,851
+3.9%
0.15%
-1.3%
Q4 2022$487,566
+7.6%
16,214
-1.0%
0.16%
-1.3%
Q3 2022$453,000
-12.7%
16,375
+2.0%
0.16%
-11.3%
Q2 2022$519,000
+4.4%
16,056
+18.7%
0.18%
+12.0%
Q1 2022$497,000
+34.7%
13,524
+45.6%
0.16%
+23.4%
Q4 2021$369,000
+4.5%
9,290
+9.1%
0.13%
-6.6%
Q3 2021$353,000
-6.6%
8,517
+1.8%
0.14%
-15.4%
Q2 2021$378,000
+18.9%
8,366
+13.9%
0.16%
+18.2%
Q1 2021$318,000
+307.7%
7,342
+219.8%
0.14%
+179.6%
Q2 2019$78,000
+21.9%
2,296
+22.8%
0.05%
+14.0%
Q1 2019$64,000
+12.3%
1,8690.0%0.04%
-2.3%
Q4 2018$57,000
+50.0%
1,869
+62.5%
0.04%
+76.0%
Q3 2018$38,000
+1800.0%
1,150
+1454.1%
0.02%
+2400.0%
Q2 2018$2,000740.00%
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