CABOT WEALTH MANAGEMENT INC - ISHARES INC ownership

ISHARES INC's ticker is FM and the CUSIP is 464286145. A total of 93 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$2,001
-4.0%
77,188
-4.2%
0.31%
-1.3%
Q2 2023$2,084
+2.3%
80,568
+1.2%
0.31%
-3.4%
Q1 2023$2,038
+3.5%
79,622
+3.0%
0.32%
-3.0%
Q4 2022$1,969
-99.9%
77,291
+1.2%
0.33%
+5.7%
Q3 2022$1,859,000
-57.0%
76,347
-52.6%
0.31%
-54.2%
Q2 2022$4,323,000
-16.2%
161,202
+1.6%
0.69%
-1.3%
Q1 2022$5,160,000
-3.4%
158,724
+2.5%
0.70%
+2.7%
Q4 2021$5,342,000
+1.8%
154,810
+0.1%
0.68%
-3.8%
Q3 2021$5,245,000
+1.3%
154,678
-0.9%
0.70%
+1.7%
Q2 2021$5,178,000
+12.1%
156,023
-0.4%
0.69%
+6.1%
Q1 2021$4,618,000
+7.9%
156,597
+3.7%
0.65%
-0.9%
Q4 2020$4,280,000
+140.6%
150,984
+117.2%
0.66%
+103.7%
Q3 2020$1,779,000
+4.3%
69,519
-1.4%
0.32%
-5.0%
Q2 2020$1,706,000
+21.0%
70,517
+6.8%
0.34%
+0.9%
Q1 2020$1,410,000
+475.5%
66,022
+718.0%
0.34%
+617.0%
Q4 2019$245,000
-3.9%
8,071
-10.8%
0.05%
-13.0%
Q3 2019$255,000
-89.3%
9,052
-88.8%
0.05%
-89.3%
Q2 2019$2,394,000
+861.4%
80,823
+824.0%
0.50%
+818.2%
Q1 2019$249,000
+7.8%
8,747
-0.9%
0.06%
-1.8%
Q4 2018$231,000
-16.9%
8,825
-9.6%
0.06%
-6.7%
Q3 2018$278,000
-1.1%
9,7600.0%0.06%
-4.8%
Q2 2018$281,000
-23.2%
9,760
-6.5%
0.06%
-23.2%
Q1 2018$366,000
+5.8%
10,4370.0%0.08%
+9.3%
Q4 2017$346,000
-2.3%
10,437
-7.7%
0.08%
-5.1%
Q3 2017$354,000
+6.9%
11,311
-2.4%
0.08%
+2.6%
Q2 2017$331,000
-18.1%
11,587
-20.4%
0.08%
-22.2%
Q1 2017$404,000
+7.2%
14,551
-4.1%
0.10%
-2.9%
Q4 2016$377,000
-3.3%
15,1720.0%0.10%
+2.0%
Q3 2016$390,000
+2.4%
15,172
-2.5%
0.10%0.0%
Q2 2016$381,000
-0.3%
15,555
-0.0%
0.10%
-5.7%
Q1 2016$382,000
-92.3%
15,560
-92.2%
0.11%
-91.7%
Q4 2015$4,978,000
+0.2%
200,002
+1.2%
1.27%
-7.3%
Q3 2015$4,968,000
-54.0%
197,629
-46.5%
1.37%
-47.8%
Q2 2015$10,811,000
+10.3%
369,340
+12.1%
2.63%
+10.2%
Q1 2015$9,802,000
+64.8%
329,605
+70.7%
2.38%
+62.4%
Q4 2014$5,948,000
-11.5%
193,121
+8.7%
1.47%
-14.7%
Q3 2014$6,721,000
+6.4%
177,608
+1.4%
1.72%
+8.4%
Q2 2014$6,317,000
+34.7%
175,131
+35.4%
1.59%
+28.7%
Q1 2014$4,690,000
+15.6%
129,390
+7.6%
1.23%
+16.2%
Q4 2013$4,056,000
+14.2%
120,200
+6.6%
1.06%
-0.4%
Q3 2013$3,553,000
+127.5%
112,769
+111.9%
1.06%
+98.3%
Q2 2013$1,562,00053,2080.54%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 192,853$5,940,0004.37%
Burt Wealth Advisors 110,376$3,400,0003.61%
Brouwer & Janachowski, LLC 225,371$6,941,0002.99%
Camarda Financial Advisors, LLC 105,679$3,255,0002.07%
CABOT WEALTH MANAGEMENT INC 193,121$5,948,0001.47%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 246,244$7,584,0000.91%
New England Private Wealth Advisors LLC 72,199$2,221,0000.88%
BANK OF THE WEST 161,780$4,983,0000.73%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 77,672$2,392,0000.58%
EXANE DERIVATIVES 130,629$4,023,240,0000.56%
View complete list of ISHARES INC shareholders