Mount Yale Investment Advisors, LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 554 filers reported holding ISHARES INC in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$289,443
-23.2%
9,559
-19.7%
0.03%
-22.5%
Q2 2023$376,678
+2.2%
11,909
+1.7%
0.04%
-2.4%
Q1 2023$368,505
-52.6%
11,706
-58.3%
0.04%
-60.2%
Q3 2022$778,000
+5.6%
28,100
+23.1%
0.10%
+10.8%
Q2 2022$737,000
-57.6%
22,819
-51.8%
0.09%
-50.8%
Q1 2022$1,739,000
+36.5%
47,355
+47.8%
0.19%
+43.2%
Q4 2021$1,274,000
-20.6%
32,041
-17.2%
0.13%
-28.3%
Q3 2021$1,604,000
-30.5%
38,707
-24.3%
0.18%
-34.1%
Q2 2021$2,308,000
+5.2%
51,109
+0.9%
0.28%
-2.4%
Q1 2021$2,193,000
-11.6%
50,629
-14.4%
0.29%
-17.8%
Q4 2020$2,482,000
+68.7%
59,130
+43.1%
0.35%
+65.7%
Q3 2020$1,471,000
+13.2%
41,308
+2.0%
0.21%
-9.9%
Q2 2020$1,299,000
+101.7%
40,495
+72.1%
0.23%
+60.7%
Q1 2020$644,000
+47.7%
23,531
+83.2%
0.14%
+90.8%
Q4 2019$436,00012,8460.08%
Other shareholders
ISHARES INC shareholders Q1 2022
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