Capasso Planning Partners 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
Capasso Planning Partners LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$287,902
-9.4%
9,508
-5.4%
0.15%
-9.9%
Q2 2023$317,787
+21.4%
10,047
+20.8%
0.17%
+11.0%
Q1 2023$261,788
+5.1%
8,316
+0.4%
0.15%
-3.1%
Q4 2022$249,160
+11.2%
8,286
+2.2%
0.16%
+1.9%
Q3 2022$224,000
-11.1%
8,110
+4.1%
0.16%
-12.8%
Q2 2022$252,000
-7.4%
7,791
+5.2%
0.18%
-6.8%
Q1 2022$272,000
+1.5%
7,404
+9.8%
0.19%
-2.0%
Q4 2021$268,0006,7430.20%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 203,428$6,573,0006.20%
MCIA Inc 246,966$7,972,0003.99%
High Note Wealth, LLC 300,335$9,704,0003.79%
Ellevest, Inc. 1,187,529$38,369,0003.60%
LFA - Lugano Financial Advisors SA 158,709$5,127,0003.58%
Goodwin Investment Advisory 129,700$4,190,593,0003.23%
Private Ocean, LLC 545,422$17,622,0002.71%
Octavia Wealth Advisors, LLC 320,789$10,350,0002.71%
EQ LLC 97,238$3,142,0002.47%
WRAPMANAGER INC 152,697$4,934,0001.54%
View complete list of ISHARES INC shareholders