Opes Wealth Management LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 492 filers reported holding ISHARES INC in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Opes Wealth Management LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$987,734
+36.7%
32,620
+42.8%
0.27%
+33.7%
Q2 2023$722,429
+32.3%
22,840
+31.7%
0.20%
+16.5%
Q1 2023$546,021
+31.6%
17,345
+25.7%
0.18%
+16.6%
Q4 2022$414,966
+8.6%
13,8000.0%0.15%
-1.3%
Q3 2022$382,000
-7.7%
13,800
+7.8%
0.15%
-7.8%
Q2 2022$414,000
-13.8%
12,800
-2.1%
0.17%
+6.4%
Q1 2022$480,000
-28.8%
13,075
-22.8%
0.16%
-25.4%
Q4 2021$674,000
+24.8%
16,945
+30.1%
0.21%
+9.4%
Q3 2021$540,000
+69.8%
13,020
+85.1%
0.19%
+61.9%
Q2 2021$318,000
+30.3%
7,035
+25.1%
0.12%
+24.2%
Q1 2021$244,0005,6250.10%
Other shareholders
ISHARES INC shareholders Q2 2023
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