Bogart Wealth, LLC - ISHARES INC ownership

ISHARES INC's ticker is EMXC and the CUSIP is 46434G764. A total of 11 filers reported holding ISHARES INC in Q4 2023. 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$188,856
-16.5%
3,790
-12.9%
0.01%
-14.3%
Q2 2023$226,113
-6.3%
4,350
-11.1%
0.01%
-12.5%
Q1 2023$241,421
+0.2%
4,894
-3.6%
0.02%
-5.9%
Q4 2022$240,958
+7.1%
5,0760.0%0.02%
-10.5%
Q3 2022$225,000
-7.0%
5,0760.0%0.02%
-9.5%
Q2 2022$242,000
-18.0%
5,0760.0%0.02%
-16.0%
Q1 2022$295,000
-19.6%
5,076
-16.1%
0.02%
-24.2%
Q4 2021$367,000
-2.1%
6,050
-2.3%
0.03%
-13.2%
Q3 2021$375,0006,1910.04%
Other shareholders
ISHARES INC shareholders Q4 2023
NameSharesValueWeighting ↓
Montecito Bank & Trust 78,841$4,368,5800.94%
Versant Capital Management, Inc 37,894$2,099,6810.63%
Fifth Third Wealth Advisors LLC 23,520$1,303,2430.42%
Aletheian Wealth Advisors LLC 8,121$449,9850.30%
WealthPLAN Partners, LLC 45,018$2,494,4470.26%
Apella Capital, LLC 11,986$651,3110.04%
GoalVest Advisory LLC 779$43,1640.02%
Pure Financial Advisors, LLC 6,778$375,5690.01%
Capital Investment Advisors, LLC 5,795$321,1130.01%
MASSMUTUAL TRUST CO FSB/ADV 3,599$199,4210.01%
View complete list of ISHARES INC shareholders