Tortoise Investment Management, LLC - ISHARES INC ownership

ISHARES INC's ticker is FM and the CUSIP is 464286145. A total of 100 filers reported holding ISHARES INC in Q1 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$1,555
-89.3%
60
-89.3%
0.00%
-100.0%
Q2 2023$14,487
+1.1%
5600.0%0.00%0.0%
Q1 2023$14,330
+0.5%
5600.0%0.00%0.0%
Q4 2022$14,263
-4.9%
560
-11.8%
0.00%
-33.3%
Q3 2022$15,000
-11.8%
6350.0%0.00%0.0%
Q2 2022$17,000
-29.2%
635
-13.6%
0.00%
-25.0%
Q1 2022$24,000
-4.0%
7350.0%0.00%
-20.0%
Q4 2021$25,000
-28.6%
735
-29.0%
0.01%
-28.6%
Q3 2021$35,000
+2.9%
1,0350.0%0.01%0.0%
Q2 2021$34,000
+9.7%
1,0350.0%0.01%0.0%
Q1 2021$31,000
+6.9%
1,0350.0%0.01%0.0%
Q4 2020$29,000
-23.7%
1,035
-29.6%
0.01%
-22.2%
Q3 2020$38,000
-51.9%
1,470
-55.0%
0.01%
-55.0%
Q2 2020$79,000
+12.9%
3,2700.0%0.02%0.0%
Q1 2020$70,000
-30.0%
3,270
-0.8%
0.02%
-16.7%
Q4 2019$100,000
+7.5%
3,2950.0%0.02%0.0%
Q3 2019$93,000
-5.1%
3,2950.0%0.02%
-4.0%
Q2 2019$98,000
-3.9%
3,295
-8.3%
0.02%
-7.4%
Q1 2019$102,000
+7.4%
3,592
-1.6%
0.03%
+3.8%
Q4 2018$95,000
-39.9%
3,652
-34.4%
0.03%
-38.1%
Q3 2018$158,000
+46.3%
5,567
+49.2%
0.04%
+40.0%
Q2 2018$108,000
-20.0%
3,732
-3.0%
0.03%
-18.9%
Q1 2018$135,000
-4.9%
3,847
-10.5%
0.04%
-9.8%
Q4 2017$142,0000.0%4,297
-5.5%
0.04%
-4.7%
Q3 2017$142,000
+0.7%
4,547
-7.5%
0.04%
-6.5%
Q2 2017$141,000
-2.1%
4,917
-5.3%
0.05%
-2.1%
Q1 2017$144,000
+5.1%
5,193
-5.7%
0.05%0.0%
Q4 2016$137,000
-2.8%
5,5080.0%0.05%
-2.1%
Q3 2016$141,000
+41.0%
5,508
+35.2%
0.05%
+37.1%
Q2 2016$100,000
-1.0%
4,073
-1.2%
0.04%
-2.8%
Q1 2016$101,000
-19.8%
4,123
-18.3%
0.04%
-20.0%
Q4 2015$126,000
-22.7%
5,046
-22.1%
0.04%
-27.4%
Q3 2015$163,000
-18.9%
6,481
-5.8%
0.06%
-17.3%
Q2 2015$201,000
+4.1%
6,878
+6.3%
0.08%
+1.4%
Q1 2015$193,000
-9.4%
6,473
-6.6%
0.07%
-12.9%
Q4 2014$213,000
-32.6%
6,928
-17.2%
0.08%
-36.1%
Q3 2014$316,000
+53.4%
8,363
+46.8%
0.13%
+54.7%
Q2 2014$206,000
+43.1%
5,698
+43.9%
0.09%
+30.3%
Q1 2014$144,000
-30.1%
3,960
-35.2%
0.07%
+15.8%
Q4 2013$206,000
+171.1%
6,110
+154.6%
0.06%
+23.9%
Q3 2013$76,000
+49.0%
2,400
+37.1%
0.05%
+35.3%
Q2 2013$51,0001,7500.03%
Other shareholders
ISHARES INC shareholders Q1 2023
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 1,080,220$27,642,8308.68%
DHK Financial Advisors, Inc. 123,891$3,170,3753.94%
Gould Capital, LLC 77,438$1,981,6381.53%
Endowment Wealth Management, Inc. 55,417$1,418,1261.42%
Capasso Planning Partners LLC 94,314$2,413,4961.42%
Capital Analysts, LLC 360,351$9,2210.53%
Wambolt & Associates, LLC 42,547$1,098,5680.39%
ETF Store, Inc. 19,379$485,4400.37%
LVZ, Inc. 96,372$2,466,1590.36%
CABOT WEALTH MANAGEMENT INC 79,622$2,0380.32%
View complete list of ISHARES INC shareholders