Bogart Wealth, 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
Bogart Wealth, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$129,235
+142.1%
4,268
+152.8%
0.01%
+166.7%
Q2 2023$53,391
+0.9%
1,688
+0.4%
0.00%
-25.0%
Q1 2023$52,918
+455.2%
1,681
+430.3%
0.00%
+300.0%
Q4 2022$9,532
+5.9%
3170.0%0.00%0.0%
Q3 2022$9,0000.0%317
+16.5%
0.00%0.0%
Q2 2022$9,000
-10.0%
2720.0%0.00%0.0%
Q1 2022$10,000
-75.0%
272
-73.3%
0.00%
-75.0%
Q4 2021$40,000
-4.8%
1,0180.0%0.00%0.0%
Q3 2021$42,000
-8.7%
1,0180.0%0.00%
-20.0%
Q2 2021$46,000
+35.3%
1,018
+28.9%
0.01%0.0%
Q1 2021$34,0007900.01%
Other shareholders
ISHARES INC shareholders Q4 2023
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