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 ↓
ONE Advisory Partners, LLC 254,429$10,681,0007.32%
Round Table Services, LLC 527,248$22,134,0006.87%
EQ LLC 143,929$6,042,0005.59%
Tri-Star Advisors Inc. 233,191$10,093,0005.57%
HawsGoodwin Investment Management LLC 422,208$17,724,0005.56%
Stone House Investment Management, LLC 234,637$9,850,0004.96%
Williams Financial, LLC 124,080$5,209,0004.92%
High Note Wealth, LLC 274,003$11,502,0004.88%
PARK AVENUE SECURITIES LLC 4,086,478$171,550,0004.76%
Lineweaver Wealth Advisors, LLC 281,584$11,820,0004.64%
View complete list of ISHARES INC shareholders