Asset Dedication, LLC - ISHARES INC ownership

ISHARES INC's ticker is EEMV and the CUSIP is 464286533. A total of 346 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$1,341
-10.2%
25,375
-7.5%
0.11%
-10.2%
Q2 2023$1,494
-1.5%
27,430
-1.9%
0.13%
-9.3%
Q1 2023$1,516
+2.3%
27,963
-0.9%
0.14%
-6.7%
Q4 2022$1,482
-99.9%
28,2220.0%0.15%
-3.8%
Q3 2022$1,420,000
-33.9%
28,222
-20.0%
0.16%
-34.7%
Q1 2022$2,148,000
+4.4%
35,294
+7.7%
0.24%
-3.6%
Q4 2021$2,057,000
+0.9%
32,765
+0.6%
0.25%
-7.8%
Q3 2021$2,039,000
+0.5%
32,559
+2.6%
0.27%
-10.9%
Q2 2021$2,028,000
+5.2%
31,748
+3.7%
0.30%
-30.7%
Q1 2021$1,928,000
-4.2%
30,625
-7.4%
0.44%
+8.7%
Q4 2020$2,012,000
+12.5%
33,075
+1.1%
0.40%
+1.5%
Q3 2020$1,789,000
-10.2%
32,699
-15.4%
0.40%
-27.3%
Q2 2020$1,992,000
+10.6%
38,670
+0.1%
0.54%
+1.3%
Q1 2020$1,801,000
-35.5%
38,618
-18.8%
0.54%
-32.1%
Q4 2019$2,791,000
+1.1%
47,581
-1.7%
0.79%
-14.1%
Q3 2019$2,760,000
-36.1%
48,393
-34.1%
0.92%
-34.1%
Q2 2019$4,316,000
-8.5%
73,396
-8.0%
1.39%
-15.2%
Q1 2019$4,718,000
+11.2%
79,750
+5.1%
1.64%
-5.7%
Q4 2018$4,244,000
+34.5%
75,904
+42.1%
1.74%
+46.9%
Q3 2018$3,156,000
+3.1%
53,412
+0.8%
1.19%
+13.5%
Q2 2018$3,060,000
-11.1%
52,992
-4.4%
1.04%
-38.8%
Q1 2018$3,441,000
+4.0%
55,418
+1.5%
1.71%
+28.2%
Q4 2017$3,308,000
+4.2%
54,575
-0.3%
1.33%
-12.9%
Q3 2017$3,174,000
+8.1%
54,721
+2.6%
1.53%
+3.6%
Q2 2017$2,937,000
+4.5%
53,327
+0.9%
1.48%
-2.7%
Q1 2017$2,810,000
+8.5%
52,845
-0.4%
1.52%
+1.1%
Q4 2016$2,590,000
-7.2%
53,072
+2.3%
1.50%
-14.8%
Q3 2016$2,790,000
+2.4%
51,878
-2.4%
1.76%
-7.0%
Q2 2016$2,725,000
-4.0%
53,154
-3.8%
1.89%
-9.2%
Q1 2016$2,839,000
+27.0%
55,258
+20.3%
2.09%
+42.3%
Q4 2015$2,236,00045,9431.47%
Other shareholders
ISHARES INC shareholders Q3 2023
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