Trek Financial, 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
Trek Financial, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2022$728,000
-12.4%
26,316
+2.3%
0.08%
-9.4%
Q2 2022$831,000
-60.2%
25,726
-54.7%
0.08%
-53.0%
Q1 2022$2,086,000
-2.6%
56,803
+5.4%
0.18%
-9.5%
Q4 2021$2,142,000
-19.2%
53,894
-15.8%
0.20%
-27.3%
Q3 2021$2,652,000
-25.2%
63,985
-18.5%
0.28%
-27.8%
Q2 2021$3,546,000
+16.0%
78,537
+11.3%
0.38%
+5.2%
Q1 2021$3,056,000
-16.4%
70,550
-19.0%
0.36%
-23.5%
Q4 2020$3,655,000
+57.5%
87,053
+33.6%
0.47%
+33.6%
Q3 2020$2,320,000
+13.0%
65,150
+1.8%
0.35%
+8.3%
Q2 2020$2,053,000
+44.7%
63,982
+23.4%
0.33%
-6.0%
Q1 2020$1,419,00051,8530.35%
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