Convergent Wealth Advisors - ISHARES INC ownership

ISHARES INC's ticker is EPP and the CUSIP is 464286665. A total of 185 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
Convergent Wealth Advisors ownership history of ISHARES INC
ValueSharesWeighting
Q3 2015$4,721,000
-15.5%
128,7810.0%1.07%
-17.3%
Q2 2015$5,589,000
-4.3%
128,7810.0%1.29%
+47.3%
Q1 2015$5,842,000
+3.4%
128,781
+0.2%
0.88%
+25.3%
Q4 2014$5,650,000
-4.6%
128,5480.0%0.70%
-13.9%
Q3 2014$5,922,000
-6.5%
128,5480.0%0.81%
-10.5%
Q2 2014$6,331,000
+2.4%
128,5480.0%0.91%
-7.8%
Q1 2014$6,182,000
+2.9%
128,5480.0%0.98%
-0.3%
Q4 2013$6,007,000
-1.9%
128,5480.0%0.99%
-17.5%
Q3 2013$6,125,000
+10.7%
128,5480.0%1.20%
+18.8%
Q2 2013$5,531,000128,5481.01%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
METLIFE INC 12,830$632,3395.23%
Israel Discount Bank of New York 64,390$3,169,0002.08%
Proquility Private Wealth Partners, LLC 101,233$4,347,0001.82%
Greytown Advisors Inc. 72,017$3,545,0001.71%
Elmwood Wealth Management, Inc. 66,141$3,255,0001.67%
Stelac Advisory Services LLC 43,677$2,150,0000.77%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 21,371$1,052,0000.74%
Congress Wealth Management LLC / DE / 625,548$30,791,0000.67%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,860$775,0000.60%
Palisades Hudson Asset Management, L.P. 24,840$1,223,0000.57%
View complete list of ISHARES INC shareholders