Litman Gregory Wealth Management LLC - ISHARES INC ownership

ISHARES INC's ticker is URTH and the CUSIP is 464286392. A total of 154 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$1,157,117
-3.5%
9,6290.0%0.12%
-20.7%
Q2 2023$1,199,003
+11.2%
9,629
-2.4%
0.15%
-0.7%
Q4 2022$1,078,188
+4.0%
9,869
-4.9%
0.15%
-9.0%
Q3 2022$1,037,000
-13.7%
10,379
-7.7%
0.17%
-6.2%
Q2 2022$1,202,000
-16.6%
11,2470.0%0.18%
-16.1%
Q1 2022$1,441,000
-58.6%
11,247
-56.2%
0.21%
-64.3%
Q4 2021$3,477,000
+58.6%
25,692
+48.3%
0.59%
+43.1%
Q3 2021$2,192,000
+26.0%
17,330
+896.5%
0.41%
+27.1%
Q2 2021$1,739,000
+8.6%
1,739
-87.1%
0.32%
+3.5%
Q1 2021$1,601,000
+6.7%
13,509
+1.1%
0.31%
+13.8%
Q4 2020$1,501,000
+14.8%
13,356
+1.6%
0.28%
+2.2%
Q3 2020$1,308,000
+22.7%
13,146
+13.6%
0.27%
+14.9%
Q2 2020$1,066,000
+26.9%
11,571
+7.3%
0.24%
+11.4%
Q1 2020$840,000
+225.6%
10,779
+312.2%
0.21%
+270.2%
Q4 2019$258,000
+13.7%
2,615
+5.5%
0.06%
+1.8%
Q3 2019$227,000
+0.4%
2,4780.0%0.06%
-6.7%
Q2 2019$226,000
-33.9%
2,478
-35.6%
0.06%
-35.5%
Q1 2019$342,000
+12.5%
3,8500.0%0.09%0.0%
Q4 2018$304,0003,8500.09%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
BEAM WEALTH ADVISORS, INC. 18,779$2,541,0002.91%
Sumitomo Mitsui DS Asset Management Company, Ltd 1,020,067$138,035,0002.88%
Arlington Financial Advisors, LLC 51,592$6,981,0002.36%
UBP Investment Advisors SA 47,177$6,380,0002.32%
Mount Capital Ltd 37,451$5,068,0001.40%
Redhawk Wealth Advisors, Inc. 39,012$5,279,0001.35%
CX Institutional 111,386$15,073,0001.20%
BANK HAPOALIM BM 74,000$10,014,0001.00%
PRUDENTIAL PLC 517,810$70,070,0000.96%
Litman Gregory Wealth Management LLC 25,692$3,477,0000.59%
View complete list of ISHARES INC shareholders