True Link Financial Advisors, LLC - 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
True Link Financial Advisors, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$730,808
+3.1%
24,135
+7.7%
0.09%
+2.3%
Q2 2023$708,892
+0.5%
22,4120.0%0.09%
-2.3%
Q1 2023$705,530
+4.7%
22,4120.0%0.09%
-3.3%
Q4 2022$673,929
-39.5%
22,412
-44.3%
0.09%
-43.5%
Q3 2022$1,114,000
-87.0%
40,272
-84.8%
0.16%
-87.6%
Q2 2022$8,566,000
-28.0%
265,118
-18.1%
1.30%
-24.7%
Q1 2022$11,892,000
-18.4%
323,781
-11.7%
1.72%
-11.7%
Q4 2021$14,579,000
+5.3%
366,769
+9.8%
1.95%
+2.5%
Q3 2021$13,845,000
-4.9%
334,091
+3.7%
1.90%
-11.0%
Q2 2021$14,551,000
-3.5%
322,284
-7.4%
2.13%
-2.4%
Q1 2021$15,081,000
+7.5%
348,212
+4.2%
2.19%
-0.5%
Q4 2020$14,031,000334,2412.20%
Other shareholders
ISHARES INC shareholders Q4 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