Joel Isaacson & Co., 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
Joel Isaacson & Co., LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$575,975
-3.5%
4,7930.0%0.04%
-2.5%
Q2 2023$596,824
+5.8%
4,7930.0%0.04%
-2.4%
Q1 2023$563,992
+7.7%
4,7930.0%0.04%
+2.5%
Q4 2022$523,635
+9.3%
4,7930.0%0.04%
-2.4%
Q3 2022$479,000
-6.4%
4,7930.0%0.04%
-4.7%
Q2 2022$512,000
-13.9%
4,7930.0%0.04%
-2.3%
Q1 2022$595,000
-8.3%
4,7930.0%0.04%
-2.2%
Q4 2021$649,000
+7.1%
4,7930.0%0.04%
-2.2%
Q3 2021$606,000
-0.2%
4,7930.0%0.05%
-2.1%
Q2 2021$607,000
+6.9%
4,7930.0%0.05%
-6.0%
Q1 2021$568,000
+5.4%
4,7930.0%0.05%
-5.7%
Q4 2020$539,000
+13.0%
4,7930.0%0.05%
-14.5%
Q3 2020$477,000
+7.9%
4,7930.0%0.06%
-1.6%
Q2 2020$442,000
+18.2%
4,7930.0%0.06%
-3.1%
Q1 2020$374,000
-20.9%
4,7930.0%0.06%
+4.8%
Q4 2019$473,000
+7.5%
4,7930.0%0.06%
-1.6%
Q3 2019$440,0004,7930.06%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
Sumitomo Mitsui DS Asset Management Company, Ltd 690,406$77,608,0002.21%
BEAM WEALTH ADVISORS, INC. 19,292$2,169,0002.05%
UBP Investment Advisors SA 32,598$3,664,0001.89%
CX Institutional 133,132$14,965,0001.44%
Arlington Financial Advisors, LLC 26,305$2,957,0001.25%
Ground Swell Capital, LLC 2,707$304,0001.16%
BANK HAPOALIM BM 43,000$4,864,0000.67%
MCDONALD PARTNERS LLC 19,300$2,170,0000.61%
STRATEGIC INVESTMENT MANAGEMENT, LLC 10,380$1,166,0000.50%
Arkadios Wealth Advisors 20,874$2,346,0000.49%
View complete list of ISHARES INC shareholders