UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES INC ownership

ISHARES INC's ticker is EEMV and the CUSIP is 464286533. A total of 355 filers reported holding ISHARES INC in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$1,956,623
-15.6%
36,675
-13.0%
0.01%0.0%
Q2 2023$2,317,089
-7.6%
42,144
-8.3%
0.01%
-7.1%
Q1 2023$2,508,932
-15.4%
45,976
-17.7%
0.01%
-17.6%
Q4 2022$2,964,068
-21.7%
55,873
-25.2%
0.02%
-22.7%
Q3 2022$3,784,000
-17.7%
74,661
-10.0%
0.02%
-12.0%
Q2 2022$4,596,000
-6.2%
82,921
+3.3%
0.02%
+4.2%
Q1 2022$4,899,000
-12.8%
80,266
-10.2%
0.02%
-7.7%
Q4 2021$5,617,000
-10.9%
89,413
-11.1%
0.03%
-18.8%
Q3 2021$6,306,000
-8.9%
100,621
-6.8%
0.03%
-8.6%
Q2 2021$6,925,000
-12.4%
107,932
-13.8%
0.04%
-20.5%
Q1 2021$7,904,000
-10.7%
125,139
-13.6%
0.04%
-17.0%
Q4 2020$8,848,000
-2.4%
144,865
-11.9%
0.05%
-10.2%
Q3 2020$9,069,000
-7.9%
164,361
-13.2%
0.06%
-18.1%
Q2 2020$9,846,000
-0.5%
189,351
-10.2%
0.07%
-12.2%
Q1 2020$9,893,000
-22.5%
210,853
-3.2%
0.08%0.0%
Q4 2019$12,773,000
+3.9%
217,738
+1.2%
0.08%
-4.7%
Q3 2019$12,288,000
+0.6%
215,244
+3.8%
0.09%
+7.5%
Q2 2019$12,211,000
+6.2%
207,464
+6.9%
0.08%
-1.2%
Q1 2019$11,501,000
+4.6%
194,039
-1.4%
0.08%
-6.9%
Q4 2018$10,999,000
-3.1%
196,867
+2.8%
0.09%
+8.8%
Q3 2018$11,355,000
+5.3%
191,478
+2.7%
0.08%0.0%
Q2 2018$10,787,000
-5.3%
186,500
+2.1%
0.08%
-8.0%
Q1 2018$11,385,000
+9.7%
182,628
+6.5%
0.09%
+6.1%
Q4 2017$10,383,000
+6.7%
171,532
+2.5%
0.08%0.0%
Q3 2017$9,727,000
+0.2%
167,423
-4.4%
0.08%
-5.7%
Q2 2017$9,704,000
+5.5%
175,154
+1.9%
0.09%
+1.2%
Q1 2017$9,199,000
+3.4%
171,949
-5.5%
0.09%0.0%
Q4 2016$8,896,000
-10.4%
181,891
-1.0%
0.09%
-10.4%
Q3 2016$9,930,000
+16.3%
183,693
+11.9%
0.10%
+10.3%
Q2 2016$8,538,000
+40.7%
164,188
+39.0%
0.09%
+29.9%
Q1 2016$6,067,000
+48.8%
118,109
+40.9%
0.07%
+42.6%
Q4 2015$4,078,000
-11.6%
83,811
-9.5%
0.05%
-14.5%
Q3 2015$4,614,000
-6.9%
92,604
+7.7%
0.06%
-3.5%
Q2 2015$4,958,000
+82.5%
85,951
+96.9%
0.06%
+72.7%
Q1 2015$2,717,000
+56.1%
43,661
+42.1%
0.03%
+153.8%
Q4 2014$1,740,000
+130.2%
30,726
+143.2%
0.01%0.0%
Q3 2014$756,000
+6.9%
12,634
+7.3%
0.01%0.0%
Q2 2014$707,000
+32.1%
11,773
+25.9%
0.01%
+18.2%
Q1 2014$535,000
+1.5%
9,353
+3.5%
0.01%
-38.9%
Q4 2013$527,0009,0380.02%
Other shareholders
ISHARES INC shareholders Q4 2020
NameSharesValueWeighting ↓
Wealthsimple Inc. 12,372,775$685,823,00023.99%
Southern Wealth Management, LLP 327,520$18,154,0006.95%
Lester Murray Antman dba SimplyRich 219,766$12,181,0005.06%
Wade Financial Advisory, Inc 179,287$9,938,0004.71%
Friedenthal Financial 126,242$6,998,0004.60%
Wharton Business Group, LLC 993,424$55,066,0003.64%
Keystone Financial Services 116,207$6,443,0003.50%
Stone House Investment Management, LLC 136,441$7,563,0003.42%
Brio Consultants, LLC 265,601$14,401,0003.27%
BerganKDV Wealth Management, LLC 506,565$28,079,0003.22%
View complete list of ISHARES INC shareholders