Concord Wealth Partners - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 470 filers reported holding ISHARES INC in Q3 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$456,848
-8.7%
15,087
-4.7%
0.10%
-10.2%
Q2 2023$500,559
+14.4%
15,825
+13.9%
0.11%
-12.9%
Q1 2023$437,454
-7.9%
13,896
-12.0%
0.12%
-13.3%
Q4 2022$474,753
+2.8%
15,788
-5.4%
0.14%
-2.7%
Q3 2022$462,000
-18.7%
16,691
-5.1%
0.15%
-5.8%
Q2 2022$568,000
+2.0%
17,582
+15.9%
0.16%
+8.3%
Q1 2022$557,000
+7.9%
15,171
+16.8%
0.14%
+14.3%
Q4 2021$516,000
+74.9%
12,986
+82.7%
0.13%
+4.1%
Q3 2021$295,000
+59.5%
7,108
+73.6%
0.12%
+128.3%
Q2 2021$185,0004,0950.05%
Other shareholders
ISHARES INC shareholders Q3 2021
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