Shepherd Financial Partners LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 510 filers reported holding ISHARES INC in Q4 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Shepherd Financial Partners LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$444,456
-4.9%
14,678
-0.7%
0.07%
-2.8%
Q2 2023$467,436
-2.1%
14,778
-2.5%
0.07%
-10.0%
Q1 2023$477,356
+2.2%
15,163
-2.4%
0.08%
-5.9%
Q4 2022$467,27815,5390.08%
Other shareholders
ISHARES INC shareholders Q4 2022
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