Robertson Stephens Wealth Management, 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
Robertson Stephens Wealth Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$1,917,631
+10.9%
63,330
+15.9%
0.13%
+5.7%
Q2 2023$1,728,641
+116.5%
54,652
+115.4%
0.12%
+100.0%
Q1 2023$798,539
-0.9%
25,367
-5.3%
0.06%
-21.8%
Q4 2022$805,751
+88.3%
26,795
+73.0%
0.08%
+73.3%
Q3 2022$428,000
-55.9%
15,487
-48.5%
0.04%
-51.1%
Q2 2022$971,000
-56.3%
30,081
-50.3%
0.09%
-50.5%
Q1 2022$2,220,000
+14.8%
60,465
+24.2%
0.19%
+14.1%
Q4 2021$1,934,000
-27.8%
48,669
-24.7%
0.16%
-46.0%
Q3 2021$2,678,000
-24.3%
64,630
-17.5%
0.30%
-28.9%
Q2 2021$3,537,000
+25.7%
78,356
+20.6%
0.42%
-5.6%
Q1 2021$2,814,000
-0.1%
64,979
-3.1%
0.45%
-23.6%
Q4 2020$2,816,000
+38.4%
67,086
+17.4%
0.59%
+17.8%
Q3 2020$2,035,000
+3.0%
57,151
-7.2%
0.50%
-12.3%
Q2 2020$1,975,000
+217.5%
61,591
+171.0%
0.57%
+168.9%
Q1 2020$622,00022,7300.21%
Other shareholders
ISHARES INC shareholders Q3 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