EverSource Wealth Advisors, LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 541 filers reported holding ISHARES INC in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$24,988
-37.9%
825
-35.1%
0.00%
-25.0%
Q2 2023$40,208
+4.7%
1,271
+4.2%
0.00%
-20.0%
Q1 2023$38,405
+9.7%
1,220
+4.8%
0.01%0.0%
Q4 2022$35,002
-79.3%
1,164
-80.9%
0.01%
-87.2%
Q3 2022$169,000
-7.7%
6,107
+7.7%
0.04%
-17.0%
Q2 2022$183,000
-43.9%
5,669
-36.0%
0.05%
-43.4%
Q1 2022$326,000
+30.9%
8,857
+41.3%
0.08%
+18.6%
Q4 2021$249,0006,2690.07%
Other shareholders
ISHARES INC shareholders Q4 2021
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