Omega Financial Group, 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
Omega Financial Group, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$1,175,390
-13.6%
38,817
-9.7%
0.57%
-7.9%
Q2 2023$1,359,886
+4.9%
42,994
+4.4%
0.62%
+4.2%
Q1 2023$1,296,006
+3.1%
41,169
-1.6%
0.60%
-7.9%
Q4 2022$1,257,633
+164.2%
41,823
+142.9%
0.65%
+163.8%
Q3 2022$476,000
-34.0%
17,220
-22.9%
0.25%
-29.3%
Q2 2022$721,00022,3210.35%
Other shareholders
ISHARES INC shareholders Q4 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