EXENCIAL WEALTH ADVISORS, LLC - ISHARES INC ownership

ISHARES INC's ticker is EMXC and the CUSIP is 46434G764. A total of 11 filers reported holding ISHARES INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$10,181,610
-1.7%
204,327
+2.6%
0.49%
+3.8%
Q2 2023$10,353,614
+8.3%
199,185
+2.8%
0.48%
-4.0%
Q1 2023$9,559,912
+9.0%
193,795
+4.9%
0.50%
+5.1%
Q4 2022$8,767,573
+17.9%
184,697
+9.9%
0.47%
+4.7%
Q3 2022$7,439,000
-5.9%
167,993
+1.5%
0.45%
+0.7%
Q2 2022$7,906,000
-47.9%
165,542
-36.6%
0.45%
-41.4%
Q1 2022$15,184,000
+14.9%
260,981
+19.8%
0.76%
+19.4%
Q4 2021$13,212,000217,9060.64%
Other shareholders
ISHARES INC shareholders Q4 2023
NameSharesValueWeighting ↓
Montecito Bank & Trust 78,841$4,368,5800.94%
Versant Capital Management, Inc 37,894$2,099,6810.63%
Fifth Third Wealth Advisors LLC 23,520$1,303,2430.42%
Aletheian Wealth Advisors LLC 8,121$449,9850.30%
WealthPLAN Partners, LLC 45,018$2,494,4470.26%
Apella Capital, LLC 11,986$651,3110.04%
GoalVest Advisory LLC 779$43,1640.02%
Pure Financial Advisors, LLC 6,778$375,5690.01%
Capital Investment Advisors, LLC 5,795$321,1130.01%
MASSMUTUAL TRUST CO FSB/ADV 3,599$199,4210.01%
View complete list of ISHARES INC shareholders