Bogart Wealth, LLC - ISHARES INC ownership

ISHARES INC's ticker is LEMB and the CUSIP is 464286517. A total of 85 filers reported holding ISHARES INC in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$9,718
-5.9%
2790.0%0.00%0.0%
Q2 2023$10,329
+2.7%
2790.0%0.00%0.0%
Q1 2023$10,058
+3.9%
2790.0%0.00%0.0%
Q4 2022$9,684
+7.6%
2790.0%0.00%0.0%
Q3 2022$9,000
-10.0%
2790.0%0.00%0.0%
Q2 2022$10,0000.0%2790.0%0.00%0.0%
Q1 2022$10,000
-9.1%
2790.0%0.00%0.0%
Q4 2021$11,000
-8.3%
2790.0%0.00%0.0%
Q3 2021$12,0000.0%2790.0%0.00%0.0%
Q2 2021$12,0000.0%2790.0%0.00%
-50.0%
Q1 2021$12,0000.0%2790.0%0.00%0.0%
Q4 2020$12,000
+9.1%
2790.0%0.00%0.0%
Q3 2020$11,0000.0%2790.0%0.00%
-33.3%
Q2 2020$11,000
+10.0%
2790.0%0.00%0.0%
Q1 2020$10,000
-16.7%
2790.0%0.00%
-25.0%
Q4 2019$12,0000.0%2790.0%0.00%
-33.3%
Q3 2019$12,0000.0%2790.0%0.01%
-14.3%
Q2 2019$12,0000.0%2790.0%0.01%
+16.7%
Q1 2019$12,0000.0%2790.0%0.01%0.0%
Q4 2018$12,0000.0%2790.0%0.01%
-14.3%
Q3 2018$12,0000.0%2790.0%0.01%0.0%
Q2 2018$12,000
-52.0%
279
-44.6%
0.01%
-50.0%
Q1 2018$25,000
+4.2%
5040.0%0.01%
-6.7%
Q4 2017$24,0000.0%5040.0%0.02%
-16.7%
Q3 2017$24,0005040.02%
Other shareholders
ISHARES INC shareholders Q4 2022
NameSharesValueWeighting ↓
Financial Management Professionals, Inc. 209,996$10,537,0005.45%
UBP Investment Advisors SA 77,906$3,923,0004.23%
New Capital Management LP 27,160$1,368,0003.55%
STERLING INVESTMENT ADVISORS LLC /ADV 75,045$3,779,0003.12%
FinTrust Investment Advisory Services, LLC 55,192$2,779,0002.54%
6 Meridian 204,811$10,312,0001.16%
Legacy Private Trust Co. 193,442$9,740,0001.14%
V Wealth Advisors LLC 37,711$1,896,0001.01%
KCS Wealth Advisory 19,724$993,0000.90%
Edgemoor Investment Advisors, Inc. 113,836$5,732,0000.76%
View complete list of ISHARES INC shareholders