JFS WEALTH ADVISORS, LLC - ISHARES INC ownership

ISHARES INC's ticker is EPP and the CUSIP is 464286665. A total of 227 filers reported holding ISHARES INC in Q3 2017. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q2 2024$10,750
+0.4%
2500.0%0.00%0.0%
Q1 2024$10,703
-2.2%
250
-0.8%
0.00%0.0%
Q4 2023$10,940
+10.0%
252
+0.8%
0.00%0.0%
Q3 2023$9,945
-5.8%
2500.0%0.00%0.0%
Q2 2023$10,560
-14.2%
250
-11.0%
0.00%0.0%
Q1 2023$12,305
+15.0%
281
+12.4%
0.00%0.0%
Q4 2022$10,698
+18.9%
2500.0%0.00%0.0%
Q3 2022$9,000
-10.0%
2500.0%0.00%0.0%
Q2 2022$10,000
-16.7%
2500.0%0.00%0.0%
Q1 2022$12,000
-36.8%
250
-34.2%
0.00%
-75.0%
Q1 2021$19,000
+5.6%
3800.0%0.00%0.0%
Q4 2020$18,000
-5.3%
380
-17.4%
0.00%
-20.0%
Q3 2020$19,000
+26.7%
460
+21.1%
0.01%
+25.0%
Q2 2020$15,000
+15.4%
3800.0%0.00%0.0%
Q1 2020$13,000
-27.8%
3800.0%0.00%0.0%
Q4 2019$18,000
+5.9%
3800.0%0.00%0.0%
Q3 2019$17,000
-5.6%
3800.0%0.00%
-20.0%
Q2 2019$18,000
+5.9%
3800.0%0.01%
+25.0%
Q1 2019$17,000
+13.3%
3800.0%0.00%0.0%
Q4 2018$15,000
-11.8%
3800.0%0.00%0.0%
Q3 2018$17,0000.0%3800.0%0.00%0.0%
Q2 2018$17,000
-5.6%
3800.0%0.00%
-20.0%
Q1 2018$18,0000.0%3800.0%0.01%
+25.0%
Q4 2017$18,0000.0%3800.0%0.00%
-20.0%
Q3 2017$18,000
+5.9%
3800.0%0.01%0.0%
Q2 2017$17,000
+13.3%
3800.0%0.01%
+25.0%
Q1 2017$15,0000.0%3800.0%0.00%0.0%
Q4 2016$15,000
-6.2%
3800.0%0.00%
-20.0%
Q3 2016$16,000
+6.7%
3800.0%0.01%
+25.0%
Q2 2016$15,0000.0%3800.0%0.00%0.0%
Q1 2016$15,0000.0%3800.0%0.00%0.0%
Q4 2015$15,000
+7.1%
3800.0%0.00%
-33.3%
Q3 2015$14,000
-12.5%
3800.0%0.01%
-25.0%
Q2 2015$16,000
-5.9%
3800.0%0.01%0.0%
Q1 2015$17,0000.0%3800.0%0.01%
+166.7%
Q4 2014$17,000
-5.6%
3800.0%0.00%0.0%
Q3 2014$18,000
-5.3%
3800.0%0.00%0.0%
Q2 2014$19,0003800.00%
Other shareholders
ISHARES INC shareholders Q3 2017
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 630,000$24,696,0004.70%
Lombard Odier Transatlantic Ltd 90,700$3,555,0003.72%
Financial Management Professionals, Inc. 168,893$6,617,0003.48%
Riggs Asset Managment Co. Inc. 70,394$2,759,0001.45%
Polaris Wealth Advisory Group, LLC 220,675$8,650,0001.34%
AVALON CAPITAL MANAGEMENT 43,059$1,688,0001.32%
Stelac Advisory Services LLC 101,231$3,968,0001.22%
HOLLENCREST CAPITAL MANAGEMENT 188,663$7,396,0001.14%
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 101,487$3,978,0001.11%
Lattice Strategies LLC 28,815$1,130,0000.88%
View complete list of ISHARES INC shareholders