Orgel Wealth Management, LLC - ISHARES INC ownership

ISHARES INC's ticker is EMXC and the CUSIP is 46434G764. A total of 239 filers reported holding ISHARES INC in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Orgel Wealth Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$984,990
-47.4%
19,767
-45.1%
0.03%
-46.8%
Q2 2023$1,872,528
+4.5%
36,024
-0.9%
0.06%
-3.1%
Q1 2023$1,792,653
+783.1%
36,340
+983.5%
0.06%
+178.3%
Q3 2021$203,000
-15.8%
3,354
-13.1%
0.02%
-23.3%
Q2 2021$241,000
+4.8%
3,8600.0%0.03%
-9.1%
Q1 2021$230,0003,8600.03%
Other shareholders
ISHARES INC shareholders Q4 2021
NameSharesValueWeighting ↓
STRATEGIC INVESTMENT MANAGEMENT, LLC 358,960$17,179,82521.04%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 9,825,255$489,592,46711.76%
Aprio Wealth Management, LLC 552,493$27,530,7267.56%
Eagle Bluffs Wealth Management LLC 171,471$8,544,4006.56%
New Harbor Financial Group, LLC 379,690$18,919,9306.26%
Resource Planning Group 127,262$6,341,4725.38%
Trail Ridge Investment Advisors, LLC 146,779$7,313,9984.97%
Seascape Capital Management 192,791$9,6074.55%
SHELTON WEALTH MANAGEMENT, LLC 109,472$5,455,0344.36%
Artemis Wealth Advisors, LLC 445,085$22,178,5914.15%
View complete list of ISHARES INC shareholders