Wharton Business Group, 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
Wharton Business Group, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$82,317
+34.7%
1,542,960
+38.8%
4.58%
+13.5%
Q2 2023$61,109
-1.3%
1,111,475
-2.1%
4.03%
+8.5%
Q1 2023$61,937
-16.1%
1,135,007
-18.5%
3.71%
-13.3%
Q4 2022$73,841
-99.9%
1,391,922
+36.5%
4.28%
+22.5%
Q3 2022$51,684,000
-6.1%
1,019,819
+2.7%
3.50%
-3.9%
Q2 2022$55,066,000
+14.0%
993,424
+25.5%
3.64%
+24.1%
Q1 2022$48,318,000
+9.4%
791,703
+12.6%
2.93%
+7.4%
Q4 2021$44,180,000
-26.6%
703,283
-25.1%
2.73%
-42.0%
Q2 2021$60,228,000
-7.1%
938,715
-8.6%
4.70%
-7.1%
Q1 2021$64,848,000
-2.7%
1,026,723
-5.9%
5.06%
-7.3%
Q4 2020$66,642,000
+10.4%
1,091,068
-0.2%
5.46%
-1.9%
Q3 2020$60,345,000
+10.9%
1,093,603
+4.5%
5.57%
+6.2%
Q2 2020$54,426,000
+105.7%
1,046,663
+85.6%
5.24%
+75.4%
Q1 2020$26,464,000
+1548.8%
564,018
+1855.0%
2.99%
+1691.0%
Q4 2017$1,605,000
+539.4%
28,850
+567.2%
0.17%
+518.5%
Q3 2017$251,000
-93.8%
4,324
-94.1%
0.03%
-93.8%
Q2 2017$4,062,000
+3.5%
73,3270.0%0.43%
+3.3%
Q1 2017$3,923,000
-3.5%
73,327
-11.8%
0.42%
-13.1%
Q4 2016$4,066,000
-40.8%
83,127
-34.6%
0.48%
-43.1%
Q3 2016$6,873,000
-23.2%
127,129
-26.7%
0.85%
-20.0%
Q2 2016$8,951,000
-15.8%
173,508
-16.2%
1.06%
-9.9%
Q1 2016$10,634,000
+7.8%
207,013
+2.1%
1.18%
+20.4%
Q4 2015$9,866,000
-10.9%
202,756
-8.7%
0.98%
-10.7%
Q3 2015$11,069,000
-36.0%
222,186
-25.8%
1.09%
-4.6%
Q2 2015$17,282,000
-9.3%
299,623
-7.2%
1.15%
-27.0%
Q1 2015$19,044,000
+2.4%
322,718
-1.7%
1.57%
+1.9%
Q4 2014$18,595,000
-58.7%
328,360
-56.4%
1.54%
-61.6%
Q3 2014$45,046,000
+17.6%
753,270
+18.1%
4.00%
-5.3%
Q2 2014$38,299,000
-15.3%
637,570
-19.3%
4.23%
+15.9%
Q1 2014$45,213,000
-26.7%
790,434
-25.4%
3.64%
-29.9%
Q4 2013$61,705,000
+0.6%
1,059,134
+1.4%
5.20%
+0.6%
Q3 2013$61,350,000
+6.8%
1,044,786
+3.9%
5.17%
+3.2%
Q2 2013$57,454,0001,006,0215.01%
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