Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - ISHARES INC ownership

ISHARES INC's ticker is FM and the CUSIP is 464286145. A total of 96 filers reported holding ISHARES INC in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$4,013,220
+1.8%
154,831
+1.6%
0.16%
-1.3%
Q2 2023$3,942,795
+1.9%
152,408
+0.8%
0.16%
-5.4%
Q1 2023$3,868,929
+5.2%
151,189
+4.7%
0.17%
-2.9%
Q4 2022$3,677,124
+20.0%
144,371
+14.7%
0.17%
+7.5%
Q3 2022$3,065,000
+10.0%
125,888
+21.2%
0.16%
+10.3%
Q2 2022$2,786,000
-12.4%
103,879
+6.2%
0.15%
-8.2%
Q1 2022$3,179,000
-3.5%
97,804
+2.4%
0.16%
-3.6%
Q4 2021$3,296,000
+2.1%
95,507
+0.4%
0.16%
-10.3%
Q3 2021$3,227,000
-3.8%
95,150
-5.8%
0.18%
-9.4%
Q2 2021$3,353,000
+82.6%
101,021
+62.3%
0.20%
+38.1%
Q1 2021$1,836,000
-22.5%
62,259
-25.5%
0.15%
-18.8%
Q4 2020$2,369,000
+16.4%
83,566
+5.0%
0.18%
+4.0%
Q3 2020$2,036,000
+6.3%
79,554
+0.6%
0.17%
-2.8%
Q2 2020$1,915,000
-1.6%
79,117
-13.2%
0.18%
-16.0%
Q1 2020$1,946,000
-33.4%
91,158
-5.3%
0.21%
-33.6%
Q4 2019$2,921,000
+5.8%
96,247
-1.9%
0.32%
-3.9%
Q3 2019$2,761,000
-5.4%
98,116
-0.5%
0.33%
-12.1%
Q2 2019$2,920,000
+4.8%
98,599
+0.8%
0.38%
-6.2%
Q1 2019$2,785,000
+7.3%
97,849
-1.4%
0.40%
-8.2%
Q4 2018$2,595,000
-10.2%
99,248
-2.3%
0.44%
-13.9%
Q3 2018$2,889,000
+13.2%
101,578
+14.7%
0.51%
+7.1%
Q2 2018$2,552,000
-16.6%
88,588
+1.6%
0.48%
-21.0%
Q1 2018$3,061,000
+4.5%
87,173
-1.5%
0.60%
-3.7%
Q4 2017$2,930,000
+7.0%
88,459
+1.2%
0.63%
-0.6%
Q3 2017$2,738,000
+7.1%
87,377
-2.3%
0.63%
+1.6%
Q2 2017$2,557,000
+3.8%
89,460
+0.7%
0.62%
+1.3%
Q1 2017$2,464,000
+12.7%
88,821
+1.0%
0.61%
+14.3%
Q4 2016$2,186,000
+3.8%
87,956
+7.3%
0.54%
-2.4%
Q3 2016$2,105,000
-5.0%
81,973
-9.4%
0.55%
-5.5%
Q2 2016$2,216,000
+1.6%
90,503
+1.9%
0.58%
+10.2%
Q1 2016$2,182,000
+2.5%
88,823
+3.8%
0.53%
+1.9%
Q4 2015$2,129,000
-0.2%
85,543
+0.8%
0.52%
+2.8%
Q3 2015$2,133,000
+32.9%
84,839
+54.7%
0.50%
+35.1%
Q2 2015$1,605,000
-28.8%
54,835
-27.7%
0.37%
-31.1%
Q1 2015$2,254,000
-5.8%
75,803
-2.4%
0.54%
-7.4%
Q4 2014$2,392,000
-7.0%
77,672
+14.3%
0.58%
-6.1%
Q3 2014$2,572,000
+30.6%
67,967
+24.5%
0.62%
+27.5%
Q2 2014$1,969,000
+19.3%
54,596
+20.0%
0.49%
+12.2%
Q1 2014$1,650,000
+43.0%
45,507
+33.1%
0.44%
+33.4%
Q4 2013$1,154,00034,1980.33%
Other shareholders
ISHARES INC shareholders Q4 2020
NameSharesValueWeighting ↓
DHK Financial Advisors, Inc. 151,993$3,939,6653.51%
Equita Financial Network, Inc. 159,125$4,1252.54%
Gould Capital, LLC 78,570$2,033,3921.64%
Endowment Wealth Management, Inc. 64,009$1,659,1031.49%
Capasso Planning Partners LLC 102,243$2,650,1241.42%
Worth Asset Management, LLC 36,906$956,6030.77%
Capital Analysts, LLC 365,411$9,4710.53%
Wambolt & Associates, LLC 43,511$1,126,0680.41%
CABOT WEALTH MANAGEMENT INC 77,188$2,0010.31%
CAHILL FINANCIAL ADVISORS INC 66,987$1,736,2930.29%
View complete list of ISHARES INC shareholders