EXENCIAL WEALTH ADVISORS, LLC - ISHARES INC ownership

ISHARES INC's ticker is EMXC and the CUSIP is 46434G764. A total of 647 filers reported holding ISHARES INC in Q4 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q2 2024$8,687,136
-25.8%
146,742
-27.8%
0.33%
-25.4%
Q1 2024$11,702,425
+4.5%
203,273
+0.6%
0.44%
-4.2%
Q4 2023$11,195,747
+10.0%
202,053
-1.1%
0.46%
-7.5%
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 ↓
Cedar Wealth Management, LLC 30,196$1,397,0000.87%
Versant Capital Management, Inc 23,793$1,100,0000.49%
Financial Advocates Investment Management 80,206$3,711,0000.32%
SHINE INVESTMENT ADVISORY SERVICES INC 16,699$773,0000.26%
BRIGHTON JONES LLC 52,024$2,407,0000.17%
Chicago Partners Investment Group LLC 8,005$377,0000.04%
BUCKINGHAM STRATEGIC WEALTH, LLC 12,222$566,0000.04%
MISSION WEALTH MANAGEMENT, LP 11,580$536,0000.04%
RITHOLTZ WEALTH MANAGEMENT 6,000$278,0000.03%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,861$317,0000.03%
View complete list of ISHARES INC shareholders