Valeo Financial Advisors, LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 464 filers reported holding ISHARES INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$299,045
-4.4%
9,876
-0.1%
0.01%0.0%
Q2 2023$312,726
-9.0%
9,887
-9.4%
0.01%
-17.6%
Q1 2023$343,667
+57.0%
10,917
+50.0%
0.02%
+41.7%
Q4 2022$218,849
+93.7%
7,278
+177.9%
0.01%
+140.0%
Q1 2021$113,000
+2.7%
2,6190.0%0.01%
-16.7%
Q4 2020$110,000
+18.3%
2,6190.0%0.01%
-25.0%
Q3 2020$93,000
+10.7%
2,6190.0%0.01%0.0%
Q2 2020$84,000
+12.0%
2,6190.0%0.01%0.0%
Q1 2020$75,000
-18.5%
2,619
+2.4%
0.01%
-11.1%
Q4 2019$92,000
+10.8%
2,5580.0%0.01%0.0%
Q3 2019$83,000
+25.8%
2,558
+31.7%
0.01%
+12.5%
Q2 2019$66,000
+29.4%
1,942
+29.6%
0.01%
+33.3%
Q1 2019$51,0001,4980.01%
Other shareholders
ISHARES INC shareholders Q2 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 249,955$7,868,5856.59%
Octavia Wealth Advisors, LLC 668,746$21,052,1314.74%
High Note Wealth, LLC 286,303$9,012,8343.72%
LFA - Lugano Financial Advisors SA 140,430$4,420,7363.34%
Ellevest, Inc. 1,339,816$42,177,4013.28%
Laurel Wealth Planning LLC 119,204$3,7532.49%
Intergy Private Wealth, LLC 139,162$4,380,8072.45%
FINANCIAL LIFE ADVISORS 180,684$5,687,9322.45%
Private Ocean, LLC 549,138$17,286,8552.30%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 460,972$14,511,4522.24%
View complete list of ISHARES INC shareholders