Morton Brown Family Wealth, LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 554 filers reported holding ISHARES INC in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Morton Brown Family Wealth, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$200,968
+0.6%
6,637
+5.1%
0.10%
-3.7%
Q2 2023$199,775
+0.5%
6,3160.0%0.11%
-10.1%
Q1 2023$198,828
-22.3%
6,316
-25.7%
0.12%
-31.6%
Q4 2022$255,745
+172.1%
8,505
+150.0%
0.17%
+132.0%
Q3 2022$94,000
-14.5%
3,402
+0.3%
0.08%
-11.8%
Q2 2022$110,000
-8.3%
3,392
+3.6%
0.08%
-6.6%
Q1 2022$120,000
-7.7%
3,2740.0%0.09%
-9.0%
Q4 2021$130,0003,2740.10%
Other shareholders
ISHARES INC shareholders Q1 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 249,955$7,868,5856.59%
Octavia Wealth Advisors, LLC 668,746$21,052,1314.74%
High Note Wealth, LLC 286,303$9,012,8343.72%
LFA - Lugano Financial Advisors SA 140,430$4,420,7363.34%
Ellevest, Inc. 1,339,816$42,177,4013.28%
Laurel Wealth Planning LLC 119,204$3,7532.49%
Intergy Private Wealth, LLC 139,162$4,380,8072.45%
FINANCIAL LIFE ADVISORS 180,684$5,687,9322.45%
Private Ocean, LLC 549,138$17,286,8552.30%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 460,972$14,511,4522.24%
View complete list of ISHARES INC shareholders