TriaGen 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
TriaGen Wealth Management LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$509,067
-5.9%
16,812
-1.8%
0.26%
+4.8%
Q2 2023$541,253
+3.2%
17,112
+2.7%
0.25%
-6.1%
Q1 2023$524,583
-2.7%
16,664
-7.1%
0.26%
-12.0%
Q4 2022$539,305
-17.4%
17,935
-24.0%
0.30%
-16.9%
Q3 2022$653,000
-41.3%
23,608
-31.4%
0.36%
-54.3%
Q2 2022$1,112,000
-10.3%
34,432
+2.0%
0.79%
+22.9%
Q1 2022$1,239,000
-9.8%
33,745
-2.3%
0.64%
-5.2%
Q4 2021$1,374,000
-5.1%
34,554
-1.1%
0.68%
-13.9%
Q3 2021$1,448,000
-1.6%
34,944
+0.3%
0.79%
+3.8%
Q2 2021$1,472,000
+0.7%
34,847
+3.2%
0.76%
-9.8%
Q1 2021$1,462,000
+6.6%
33,751
+3.3%
0.84%
+4.6%
Q4 2020$1,371,00032,6660.80%
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