PDS Planning, Inc - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 470 filers reported holding ISHARES INC in Q3 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$242,772
-2.9%
8,018
+1.5%
0.03%
-3.1%
Q2 2023$249,927
+15.4%
7,902
+14.9%
0.03%
+6.7%
Q1 2023$216,518
+2.4%
6,878
-2.2%
0.03%
-11.8%
Q4 2022$211,391
+3.6%
7,030
+11.1%
0.03%
-8.1%
Q2 2022$204,000
-11.7%
6,328
+0.7%
0.04%
-9.8%
Q1 2022$231,000
-7.6%
6,281
-0.2%
0.04%
-14.6%
Q4 2021$250,000
+19.0%
6,292
+24.4%
0.05%0.0%
Q3 2021$210,000
-7.9%
5,0580.0%0.05%
-14.3%
Q2 2021$228,000
+4.6%
5,058
+0.4%
0.06%
-11.1%
Q1 2021$218,0005,0370.06%
Other shareholders
ISHARES INC shareholders Q3 2021
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