One Wealth Advisors, 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
One Wealth Advisors, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$2,573,527
-7.1%
84,991
-3.0%
0.57%
-2.1%
Q2 2023$2,771,009
-9.4%
87,607
-9.9%
0.58%
-17.4%
Q1 2023$3,060,171
+49.4%
97,210
+42.7%
0.71%
+51.1%
Q4 2022$2,048,368
-2.2%
68,120
-10.0%
0.47%
-31.8%
Q3 2022$2,095,000
-42.9%
75,711
-33.3%
0.69%
-30.1%
Q2 2022$3,668,000
+137.4%
113,529
+169.8%
0.98%
+159.8%
Q1 2022$1,545,000
+27.7%
42,077
+38.2%
0.38%
+23.1%
Q4 2021$1,210,000
-1.1%
30,436
+3.0%
0.31%
-14.5%
Q3 2021$1,224,000
-28.0%
29,538
-21.5%
0.36%
-33.3%
Q2 2021$1,700,000
+61.4%
37,648
+54.8%
0.54%
+33.2%
Q1 2021$1,053,000
+99.4%
24,318
+93.5%
0.40%
+40.8%
Q4 2020$528,00012,5700.29%
Other shareholders
ISHARES INC shareholders Q4 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 262,773$8,311,5136.60%
Octavia Wealth Advisors, LLC 706,358$22,342,0954.54%
High Note Wealth, LLC 276,290$8,739,0453.56%
Ellevest, Inc. 1,403,583$44,395,3443.34%
LFA - Lugano Financial Advisors SA 145,218$4,593,2453.06%
Laurel Wealth Planning LLC 130,621$4,1322.95%
FINANCIAL LIFE ADVISORS 208,574$6,597,1862.75%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 509,807$16,125,0692.26%
Intergy Private Wealth, LLC 142,440$4,505,3902.21%
EQ LLC 82,575$2,611,8632.15%
View complete list of ISHARES INC shareholders