Icon Wealth Partners, LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 324 filers reported holding ISHARES INC in Q3 2020. The put-call ratio across all filers is 4.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$3,781,779
-4.1%
124,894
+0.2%
0.43%
+3.1%
Q2 2023$3,942,271
-18.4%
124,637
-18.8%
0.42%
-20.7%
Q1 2023$4,833,419
+12.1%
153,539
+15.1%
0.53%
+2.1%
Q2 2022$4,310,000
-63.5%
133,402
-58.5%
0.52%
-56.2%
Q1 2022$11,819,000
+28.1%
321,778
+38.6%
1.18%
+27.1%
Q4 2021$9,226,000
-11.5%
232,105
-7.8%
0.92%
-16.0%
Q3 2021$10,429,000
-34.0%
251,663
-28.1%
1.10%
-35.0%
Q2 2021$15,803,000
+22.2%
350,019
+17.3%
1.70%
+4.7%
Q1 2021$12,928,000
-13.8%
298,494
-16.5%
1.62%
-31.7%
Q4 2020$15,001,000
+55.3%
357,332
+31.7%
2.37%
+27.0%
Q3 2020$9,662,000
+14.9%
271,317
+3.5%
1.87%
-8.3%
Q2 2020$8,407,000
+79.9%
262,066
+53.5%
2.04%
+10.5%
Q1 2020$4,672,000170,7081.84%
Other shareholders
ISHARES INC shareholders Q3 2020
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