Colonial Trust Advisors - ISHARES INC ownership

ISHARES INC's ticker is HEEM and the CUSIP is 46434G509. A total of 38 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Colonial Trust Advisors ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$2,506
-98.6%
106
-98.5%
0.00%
-100.0%
Q2 2023$177,670
+2.1%
7,2400.0%0.02%0.0%
Q1 2023$174,050
-4.9%
7,240
-9.3%
0.02%
-9.1%
Q4 2022$183,027
+7.0%
7,978
+7.2%
0.02%
-4.3%
Q3 2022$171,000
-41.4%
7,443
-30.0%
0.02%
-34.3%
Q1 2022$292,000
-24.5%
10,628
-18.6%
0.04%
-18.6%
Q4 2021$387,000
-51.9%
13,057
-50.5%
0.04%
-56.6%
Q3 2021$804,000
-7.7%
26,383
+0.1%
0.10%
-6.6%
Q2 2021$871,000
-2.1%
26,358
-4.5%
0.11%
-9.4%
Q1 2021$890,000
+13.4%
27,587
+8.1%
0.12%
+7.3%
Q4 2020$785,000
+4.2%
25,529
-8.2%
0.11%
-7.6%
Q3 2020$753,000
+0.7%
27,796
-7.5%
0.12%
-7.8%
Q2 2020$748,000
+0.3%
30,045
-14.1%
0.13%
-17.9%
Q1 2020$746,000
-32.7%
34,996
-16.4%
0.16%
-15.2%
Q4 2019$1,109,000
+12.7%
41,870
+4.7%
0.18%
+5.7%
Q3 2019$984,000
+21.2%
39,979
+25.5%
0.17%
+18.4%
Q2 2019$812,000
+31.0%
31,854
+30.9%
0.15%
+24.6%
Q1 2019$620,000
+79.7%
24,337
+62.2%
0.12%
+40.5%
Q4 2018$345,00015,0000.08%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
Wharton Business Group, LLC 2,890,885$60,709,0006.00%
Water Oak Advisors LLC 229,680$4,823,0005.33%
COLDSTREAM CAPITAL MANAGEMENT INC 759,066$15,940,0004.26%
AVIANCE CAPITAL MANAGEMENT, LLC 1,105,431$23,214,0000.81%
Janney Capital Management LLC 793,890$16,672,0000.76%
Accuvest Global Advisors 24,535$515,0000.24%
First Allied Advisory Services, Inc. 46,885$982,0000.05%
Focused Wealth Management, Inc 3,784$79,0000.05%
JANE STREET GROUP, LLC 248,495$5,218,0000.03%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 55,287$1,161,0000.01%
View complete list of ISHARES INC shareholders