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 ↓
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