Wade Financial Advisory, Inc - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 10 filers reported holding ISHARES INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Wade Financial Advisory, Inc ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$249,204
-7.2%
8,230
-3.1%
0.11%
+0.9%
Q2 2023$268,539
+2.6%
8,490
+2.1%
0.11%
-3.6%
Q1 2023$261,756
-23.9%
8,315
-33.2%
0.11%
-36.0%
Q3 2022$344,000
-9.0%
12,445
+6.4%
0.17%
-3.9%
Q2 2022$378,000
-13.3%
11,700
-1.4%
0.18%
-4.3%
Q1 2022$436,00011,8700.19%
Other shareholders
ISHARES INC shareholders Q4 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 262,773$8,311,5136.60%
Octavia Wealth Advisors, LLC 706,358$22,342,0954.54%
High Note Wealth, LLC 276,290$8,739,0453.56%
Ellevest, Inc. 1,403,583$44,395,3443.34%
LFA - Lugano Financial Advisors SA 145,218$4,593,2453.06%
Laurel Wealth Planning LLC 130,621$4,1322.95%
FINANCIAL LIFE ADVISORS 208,574$6,597,1862.75%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 509,807$16,125,0692.26%
Intergy Private Wealth, LLC 142,440$4,505,3902.21%
EQ LLC 82,575$2,611,8632.15%
View complete list of ISHARES INC shareholders