Ellis Investment Partners, LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 480 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 34.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2022$6,000
-14.3%
233
+0.4%
0.00%0.0%
Q2 2022$7,000
-12.5%
232
+1.8%
0.00%0.0%
Q1 2022$8,000
-11.1%
2280.0%0.00%0.0%
Q4 2021$9,0000.0%228
+0.4%
0.00%0.0%
Q3 2021$9,000
-10.0%
2270.0%0.00%
-33.3%
Q2 2021$10,0000.0%2270.0%0.00%0.0%
Q1 2021$10,000
+66.7%
227
+55.5%
0.00%
+50.0%
Q4 2020$6,000
+100.0%
146
+50.5%
0.00%
+100.0%
Q3 2020$3,0000.0%970.0%0.00%0.0%
Q2 2020$3,000
+50.0%
97
+1.0%
0.00%0.0%
Q1 2020$2,000
-33.3%
960.0%0.00%0.0%
Q4 2019$3,0000.0%96
+2.1%
0.00%0.0%
Q3 2019$3,0000.0%940.0%0.00%0.0%
Q2 2019$3,000940.00%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 203,428$6,573,0006.20%
MCIA Inc 246,966$7,972,0003.99%
High Note Wealth, LLC 300,335$9,704,0003.79%
Ellevest, Inc. 1,187,529$38,369,0003.60%
LFA - Lugano Financial Advisors SA 158,709$5,127,0003.58%
Goodwin Investment Advisory 129,700$4,190,593,0003.23%
Private Ocean, LLC 545,422$17,622,0002.71%
Octavia Wealth Advisors, LLC 320,789$10,350,0002.71%
EQ LLC 97,238$3,142,0002.47%
WRAPMANAGER INC 152,697$4,934,0001.54%
View complete list of ISHARES INC shareholders